Diversified Investment

SCS Financial is an investment management firm that provides private wealth and institutional investment management services. The firm employs more than 30 professionals who supervise over $5 billion for nearly 70 families, including entrepreneurs, CEOs, and partners of private equity and venture capital firms. It offers wealth management services across various areas, including investments, estate planning, income tax and asset protection. SCS Financial provides a variety of asset allocation, financial planning, portfolio construction, portfolio risk management, and strategic trust and estate planning services. In addition, the firm offers a range of representation and outsourcing services. SCS Financial is located in Boston.

Solamere Capital, founded in 2008, is a Boston-based investment firm formed by a group of current and former CEOs who leverage their extensive networks and expertise to drive value in private investments. The firm focuses on partnering with and investing in growing founder- and family-led businesses with an EBITDA greater than $7 million. With a strategic network of 200 investors, families, business owners, and senior executives across major industries, Solamere Capital is committed to patient long-term investments and creative transaction structuring. Their approach emphasizes the creation of meaningful value for portfolio companies through collaboration and strategic partnerships. Generated from the website

Delaware Investments is a financial services company based in Boston, MA. The firm specializes in investment management and offers a range of financial products and services to individual and institutional clients. With a focus on delivering tailored investment solutions, Delaware Investments aims to help clients achieve their financial goals through strategic portfolio management and expert financial advice. Generated from their business information