Agate Investments LLC

Founded in 1992, Chartwell Investments is a New York based private equity firm. Chartwell Investments focuses on solving family succession issues, intricate tax and public securities problems and establishing strategic partnerships. The company reviews investment opportunities across a wide spectrum of industries, including manufacturing, energy and natural resources, infrastructure, building products, distribution, business services and consumer products. It has completed over $2 billion of transactions and has approximately $750 million of equity capital under management. Its transaction types include buyouts, recapitalizations and growth equity investments. The company also invests in middle market companies and holds investments in Richard Childress Racing, PPC Industries, Carey International and Idaho Timber.

Citizens Securities, Inc. is a financial advisory firm based in New York, NY, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance and support in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that clients receive the necessary advice and assistance to navigate their financial journey and make informed decisions for their future. Citizens Private Client, a division of Citizens Securities, Inc., also offers exclusive rewards through their CitizensPlus program, including investment matches, higher savings rates, special lending discounts, and more. With a focus on building long-term relationships, Citizens Securities, Inc. aims to help clients achieve their financial objectives and secure their legacy.Generated from the website

Citizens Private Client is a financial advisory service located in New York, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families in creating a comprehensive financial plan and adjusting it as their life changes. Citizens Private Client also provides exclusive benefits through their CitizensPlus program, including investment matching, higher savings rates, special lending discounts, and more. With multiple locations throughout New York City, Citizens Private Client is committed to helping their clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a personalized approach to their finances. Whether individuals are looking for advice on financial planning, investment strategies, or wealth management, Citizens Private Client offers a collaborative and comprehensive process to meet their needs and ensure a secure financial future.Generated from the website