Cambridge Cove Investment Partners

Westshore Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

For over 35 years, Kayne Anderson Rudnick’s wealth management team has been providing customized financial planning and investment solutions. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they embedded in our core a commitment to high-quality investments. When you take in our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine.

Timothy Plan, based in Maitland, FL, is a family of mutual funds and ETFs that specializes in Biblically Responsible Investing. With over twenty years of experience, they have been helping investors achieve their financial goals while adhering to their moral values. Timothy Plan's funds are filtered to ensure that no money is invested in companies that violate their pro-life, pro-family standards, making them a trusted choice for those seeking to align their investments with their Christian beliefs. As pioneers in Biblically Responsible Investing, Timothy Plan offers a range of investment options, including twelve mutual funds, four ETFs, and five asset classes. Their funds are managed by over forty individual money managers, providing investors with the ability to fully diversify their portfolios. With a commitment to Kingdom Impact Investing, Timothy Plan aims to make a positive difference by investing in companies that uphold biblical principles and do not engage in activities contrary to scripture.Generated from the website