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Spruceview Capital Partners is a privately held global asset management firm based in Boston, MA, specializing in customized multi-asset portfolios and the management of alternative asset classes. With a focus on personalized investment strategies, the firm aligns its decisions with clients' specific portfolio and risk management needs, offering a range of engagement options from comprehensive fiduciary services to bespoke solutions. The team at Spruceview brings extensive expertise in institutional asset management, covering investments, governance standards, and risk management. Their proprietary processes, developed over decades, enable them to identify niche opportunities and achieve clients' investment goals effectively. Generated from the website

AGF Management Limited is a prominent investment management firm offering a diverse range of financial services, including mutual funds, ETFs, and wealth management solutions through its divisions: AGF Investments, AGF Capital Partners, and AGF Private Wealth. Committed to corporate responsibility, AGF emphasizes sustainability, community giving, and investing in talent while fostering a culture of diversity, equity, and inclusion. With a recent leadership transition marked by Judy Goldring's appointment as CEO following the passing of Kevin McCreadie, AGF continues to prioritize its strategic initiatives and the management of assets under its care. The firm is dedicated to providing insightful investment solutions and maintaining strong governance practices in a dynamic financial landscape. Generated from the website

EquityCompass Strategies, based in Boston, MA, specializes in a range of investment portfolios and strategies designed to cater to diverse financial goals, including retirement and income generation. Their offerings include the Core Retirement Portfolio, Quality Dividend Portfolio, and various risk management strategies for equity and fixed income investments. The firm emphasizes a comprehensive approach to investment management, providing insights through articles and strategies intended to inform and guide clients. With a commitment to quality and a focus on long-term growth, EquityCompass aims to navigate the complexities of the financial landscape for its clients. Generated from the website