SFI Advisors

Black Brook Wealth Advisors is a well-recognized wealth management practice based in Parsippany, New Jersey, with specialized expertise in crafting comprehensive financial strategies, particularly for small business owners. Their team distinguishes itself through a depth of experience, offering a blend of high-tech tools, 24/7 account access, and personalized service to clients with $500,000 or more to invest. Committed to client prosperity, Black Brook Wealth Advisors collaborates with individuals to develop tailored investment plans aligned with personal risk tolerance and financial objectives. Their Envision process prioritizes identifying key financial goals and constructing diversified portfolios to support long-term investment success, while also offering multigenerational planning to help families navigate wealth management challenges.Generated from the website

Experience, intellectual capital and dedicated personal service to help you meet your life goals

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