Surfmax Inc

The National Investment Company Service Association (NICSA) is dedicated to connecting the global asset and wealth management community through a range of initiatives, including events, resources, and member benefits. NICSA fosters a collaborative environment for member firms, promoting diversity and providing platforms for industry leaders to share insights and best practices. Through various programs such as the Asset Wealth Management Summit and the Diversity Project, NICSA highlights the importance of diverse perspectives and addresses key issues facing the investment management industry. The organization actively engages its members with awards, research publications, and tools aimed at enhancing performance and innovation in the sector. Generated from the website

Monument Financial Advisors, based in historic Concord, Massachusetts, specializes in guiding clients towards financial independence through objective and transparent advice. With a team of fee-only fiduciary advisors, they offer integrated financial planning tailored to a diverse clientele across fifteen states and three countries, addressing unique needs associated with life transitions, retirement planning, and wealth management. Committed to putting their clients' interests first, Monument Financial Advisors focuses on crafting comprehensive financial strategies that encompass investments, tax planning, estate planning, and risk management. Their disciplined investment philosophy emphasizes simplifying the investment process, enabling clients to make informed decisions while achieving their long-term financial goals. Generated from the website

Spencer Partners is a prominent management and investment industry consulting firm based in Concord, MA, specializing in providing strategic and marketing advice to both established companies and growth-stage firms. The firm excels in areas such as Enterprise Marketing, Strategic Alliances, Business Opportunity Assessment, Business Development, Market Research, and Growth Strategy. With a commitment to having a material and beneficial impact on clients' bottom lines, Spencer Partners emphasizes operational excellence and solid business models. The firm believes in empowering its clients to achieve a significant market impact through tailored consulting services. Generated from the website