Mariner

Ulysses Management LLC is a diversified investment firm based in New York, NY, with over $1 billion in capital under management. Led by Joshua Nash, the firm follows a variety of investment strategies in pursuit of superior long-term investment results. With a focus on partnership and alignment of interests, Ulysses invests in businesses with proven business models, motivated management teams, and enduring free cash flow. Founded over 20 years ago, Ulysses is the successor firm to Odyssey Partners, LP, and continues the tradition of investment innovation in public, private, and alternative markets. The firm emphasizes long-term investment horizons, operational focus, and value creation through close partnership with exceptional management teams. Ulysses also employs rigorous fundamental analysis and risk control in its investment strategies in public markets and hedge fund managed accounts.Generated from the website

Wells Fargo Advisors in Marlton, NJ is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advisory services to clients in the Marlton area. The branch is staffed by a team of experienced Financial Advisors who are dedicated to helping clients navigate the complexities of investing and managing their wealth. With a focus on personalized service, they strive to understand each client's unique financial goals and develop tailored strategies to help them achieve success.Generated from the website

Trident Advisors Inc, located in Doylestown, PA, specializes in portfolio management and investment consulting services, emphasizing the benefits of long-term investing. Their offerings include the Trident Managed Allocation Program and 401K Advisory Services, catering to clients looking to effectively manage their wealth. The firm provides market commentary and analysis, helping clients navigate economic changes and investment opportunities. With a commitment to client education and resource availability, Trident Advisors aims to support individuals in making informed financial decisions. Generated from the website