Dunn Lambert

Blue Cove Capital is a leading boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base nationwide. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle through expert capabilities in Wealth Accumulation, Asset Allocation, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning and Risk Management.

Edgewood Management LLC is a seasoned investment firm based in New York, specializing in large cap growth strategies. The company focuses on investing in 22 high-quality large cap growth companies to achieve sustainable long-term performance for its clients. Offering a variety of investment vehicles, including Separately Managed Accounts and specialized funds, Edgewood Management LLC is committed to providing tailored investment solutions for both US and non-US investors. Their experienced team employs an active management approach to navigate and capitalize on market opportunities. Generated from the website

NewOak Advisors LLC, located in New York, NY, specializes in a comprehensive range of financial consulting services, including financial markets advisory, financial litigation consulting, and risk regulatory advisory. The firm offers expertise in asset-based loans, residential mortgages, and specialty finance administration, catering to the needs of financial services organizations and law firms. In addition to their consulting services, NewOak provides innovative financial technology solutions through its OpenRisk platform, which offers a robust analytical framework for credit valuation and risk assessment. The company is dedicated to helping clients navigate complex business challenges and transform them into competitive advantages. Generated from the website