American Express Financial Advisors

Flaherty & Crumrine Incorporated specializes in the management of preferred and related securities. We have focused on preferred securities portfolios for institutional clients and investment funds since our inception in 1983. We are an independent investment adviser with a dedicated credit research team that performs comprehensive analysis of the risks faced by preferred securities holders. Specializing in preferred securities helps in capitalizing on the relative inefficiencies in this market. With only a relatively small number of institutional portfolios and five public funds, we are able to offer each client its own customized portfolio strategy. Additional information on these investment strategies can be found in the Investment Philosophy section of the website. If you are interested in learning more, we encourage you to e-mail or call so we may discuss potential strategies to match your needs. (See Contact Us section).

RSW Investments LLC, based in Summit, NJ, is responsible for the management of approximately $2 billion in assets, specializing in separate account municipal bond portfolios for individual investors. The firm also offers investment advice to trusts, estates, charitable organizations, and various business entities. With a management philosophy focused on active portfolio strategies designed to enhance and protect wealth, RSW Investments emphasizes tax-efficient strategies that extend beyond tax-exempt bonds. The company prioritizes proactive communication with clients, ensuring direct access to its management team. Generated from the website

Markov Processes International LLC (MPI), based in Summit, NJ, specializes in advanced investment analytics and reporting solutions, offering tools designed to enhance portfolio optimization for asset owners, consultants, and advisors. The company’s innovative technologies, such as MPI Stylus Web and MPI Risk Solutions, provide deep analytical insights and stress testing features to help clients make informed investment decisions. With a focus on transparency and risk management, MPI serves a diverse clientele, including hedge fund managers and wealth advisors, by delivering unique insights into complex investment strategies and performance metrics. Their research and analytics capabilities are recognized for addressing critical issues in the investment landscape, making them a trusted partner for financial professionals seeking to improve client outcomes. Generated from the website