Lido Isle Advisors

Steward Advisors is a Chicago-based financial services firm specializing in comprehensive wealth management strategies, integrating financial planning and investment management to meet their clients' evolving needs and goals. With a values-based philosophy, they prioritize open communication and mutual trust, partnering with clients to help them achieve long-term financial freedom. Led by experienced professionals with decades of expertise, including Certified Financial Planners, Steward Advisors focuses on personalized financial solutions tailored to individual lifestyles. Their disciplined investment approach aims to build peace of mind while guiding families through the complexities of retirement planning, estate planning, and risk management. Generated from the website

Wellington Management Company, founded in 1928 and headquartered in Boston, is one of the world's leading independent asset managers, overseeing approximately USD 1 trillion in client assets. With a global presence and a commitment to integrating local knowledge with global expertise, the firm serves a diverse clientele through a collaborative and innovative investment approach. The company emphasizes a unique ownership model that fosters long-term accountability to clients and encourages a culture of intellectual collaboration among its investment professionals. Wellington's capabilities span various asset classes, including fixed income, alternatives, and private investing, allowing them to develop tailored solutions that address the evolving needs of their clients. Generated from the website

Creation Investments Capital Management, LLC, based in Chicago, IL, is a global impact investor focused on financial services firms and financial inclusion for the unbanked and underbanked in emerging markets. Through private equity and private credit, the firm aims to build diversified portfolios that maximize both financial and social returns. With over 40 unique lifetime investments across emerging markets, Creation Investments strives to improve the lives of those at the bottom of the economic pyramid by reducing poverty and its adverse effects in the developing world. The firm actively engages in strategic investments, including recent funding rounds in various financial technology and microfinance companies. Generated from the website