Danjak Investment Group LLC

Stonegate Asset Management LLC is a financial services firm based in Naples, FL. Specializing in investment management, the company offers personalized financial planning and advisory services to individual and institutional clients. With a focus on long-term wealth preservation and growth, Stonegate Asset Management LLC strives to help clients achieve their financial goals through strategic investment strategies and risk management. The firm prides itself on its commitment to transparency, integrity, and client-centric approach to wealth management. Generated from their business information

Flynn Investment Management LLC is a financial services firm based in Naples, FL, specializing in investment management and financial planning services for individuals and businesses. With a focus on personalized strategies and long-term wealth management, Flynn Investment Management LLC aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

RGM Capital LLC, established in 2003, is a Naples, FL-based investment firm that adopts a value-oriented approach to secular growth companies, focusing primarily on publicly traded equities. The firm manages a concentrated portfolio of approximately 20 high-quality businesses known for their solid balance sheets, recurring revenue, and resilient cash flows. With an investment holding period of at least three to five years, RGM Capital employs a private equity-like and active mindset, ensuring a thorough commitment to the growth and development of its selected investments. This strategy reflects their dedication to high-conviction, long-term active value investing. Generated from the website