Shepard Investments LLC

Founded in 2004, Absolute Advisers is dedicated to providing unique investment strategies that offer low sensitivity to traditional asset classes, focusing on capital preservation and alpha-oriented returns. Recognizing the evolving financial markets and the need for balanced portfolios, the firm connects investors with independent money managers who offer differentiated investment opportunities. In 2023, Absolute Capital Partners was established to enhance access to emerging and niche investment prospects, leveraging Absolute's extensive industry relationships. Over the past two decades, Absolute Advisers has transformed the investment landscape by providing access to managers offering varied exposures and distinct sources of return. Generated from the website

Endeavour Investment Partners LLC, based in Hingham, MA, is a Registered Investment Adviser that specializes in strategic consulting and third-party distribution services specifically for institutional asset managers. The firm is not authorized to provide financial advisory services to retail clients, underscoring its focus on institutional partnerships. As a branch office of Investment Planners Inc., Endeavour operates within the regulatory framework established by the Commonwealth of Massachusetts and other jurisdictions where it is properly registered. The content shared by the firm is strictly for informational purposes and does not constitute investment advice or create an investment advisory relationship. Generated from the website

Joe Hayes is a Private Client Relationship Manager at Citizens Private Client, where he and his dedicated advisory team assist clients in navigating their financial journeys through customized financial planning and ongoing support. The firm emphasizes a collaborative approach, ensuring that clients' unique needs and goals are at the forefront of their financial strategies. Citizens Private Client offers a range of services, including tailored financial advice from certified professionals and exclusive rewards through Citizens Plus, enhancing clients' financial experiences. With a focus on adapting financial plans as life circumstances change, the firm is committed to helping clients achieve their financial goals and secure their legacies. Generated from the website