Cottage Street Advisors LLC

RhumbLine Advisers, established in 1990, is a Boston-based investment firm specializing in managing customized index-based strategies for institutional investors. As an employee-owned company, they prioritize meeting the diverse needs of their clients. With $118.1 billion in assets under management as of June 30, 2024, RhumbLine Advisers serves 325 clients across 39 states, offering a range of index-based products tailored to institutional investment needs. Generated from the website

Founded in 1999 Cornerstone (CIS) is unique among money managers in that we have our own research analyst on staff. Founder and Chief Investment Strategist, John Riley, is also a Registered Research Analyst. This distinction ensures that CIS investment strategies are based on our own market research. We are not dependent on outside market research as many investment advisors are.

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website