Orchard Capital Partners

Traub Capital Management LLC, based in Needham, MA, is a registered investment adviser that specializes in investment management and planning for individuals and small to midsize corporations or institutions. Founded in 2003 by Heydon Traub, who brings 38 years of global investing experience, the firm manages assets totaling $167 million with a focus on maximizing returns relative to risk through a value-oriented approach. Mr. Traub, a former Senior Vice President at State Street Global Advisors, has held significant roles in global equities and asset allocation, overseeing more than $50 billion in managed assets. In addition to his professional achievements, he has contributed to the community as a Commissioner of Trust Funds for 15 years and currently co-chairs Temple Aliyah's endowment committee. Generated from the website

Forness Financial LLC is a family-owned financial advisory firm located in Needham, MA, specializing in comprehensive retirement planning and customized investment advisory services. With over 75 years of combined experience, their team of independent advisors is committed to serving clients' unique needs and goals while adhering to a fiduciary standard that prioritizes client interests. As a boutique firm, Forness Financial offers a wide range of investment options, utilizing no-load institutional-level mutual funds and exchange-traded funds to build personalized portfolios. Their services include retirement planning, investment management, tax planning, estate planning, and elder care planning, all provided with a focus on integrity, dignity, and empathy. Generated from the website

Harbor Trust Wealth Management is a financial services firm based in Needham, MA, specializing in comprehensive wealth management solutions for individuals and families. The company offers personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong client relationships, Harbor Trust Wealth Management provides expert guidance on retirement planning, estate planning, and risk management. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Generated from their business information