Lipper Analytical Service

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

Turk Capital LLC is a reputable investment firm based in Summit, NJ, specializing in providing strategic financial solutions to its clients. With a dedicated team of professionals and a focus on performance, Turk Capital LLC offers risk advisory services and a comprehensive range of investment strategies to meet the unique needs of its clients.Generated from the website