Floyd Advisory LLC

Marble Harbor is an independent, partner-owned investment management company based in Boston, MA. With a focus on personalized solutions, their experienced team of professionals tailors each portfolio to meet the unique needs, objectives, and risk tolerance of their clients, building long-term relationships based on trust and alignment of interests. As long-term investors, Marble Harbor emphasizes a disciplined approach, selecting investments based on the underlying strengths of companies rather than speculative stock trading. Their goal is to identify businesses with superior long-term growth potential and purchase them at reasonable valuations, avoiding fads and extremes in valuation that can lead to permanent capital loss.Generated from the website

Eaton Vance Management is a division of Eaton Vance who plays a role in the investment industry as a wealth manager. The company offers products that address all phases of an investor's lifetime, such as the creation and growth of wealth, the protection and preservation of its value and the distribution of wealth. It emphasizes tax efficiency. Eaton Vance and its affiliates have managed nearly $114 billion in assets as of Jan. 31, 2006, for more than 100 investment companies, as well as individual and institutional accounts that includes those of corporations, hospitals, retirement plans, universities, foundations and trusts. The 1979 merger of two Boston-based investment firms formed the company, Eaton & Howard, established in 1924, and Vance, Sanders & Company, established in 1934. Eaton Vance Management is headquartered in Boston.

RBC Wealth Management in Boston, part of Boston Partners, offers financial services with a global reach. With additional offices in New York, London, Los Angeles, and Greenbrae, California, they provide comprehensive wealth management solutions. Specializing in personalized financial planning, RBC Wealth Management serves clients in various locations, ensuring tailored strategies for individual needs. Their team of experts is dedicated to helping clients achieve their financial goals with a focus on excellence and integrity. Generated from their website's infomation