Toppan Merrill

Our firm is dedicated to providing individuals with high-quality financial services aligned with their financial needs and goals. Our independent advisors help clients articulate their goals and by communicating with transparency and respect. We create individualized financial plans for every client and take the time to educate them about their specific investments.

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

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.