BNY Mellon Wealth Management

Heydorn Capital Management LLC is a West Harrison-based investment advisory firm that specializes in creating personalized financial plans for their clients. With a team of Certified Financial Planners and extensive investment experience, they work as fiduciaries, putting their clients' interests first and providing unbiased advice. Using a financial planner's approach, they develop investment strategies based on their clients' goals and financial situations, utilizing secure cloud-based technology to provide real-time monitoring and tracking of progress. With a focus on building long-term partnerships, Heydorn Capital Management LLC takes clients through a seven-step process that includes initial meetings to understand their needs, collecting data to create personalized financial dashboards, formulating customized plans, and implementing investment strategies. They provide ongoing support and updates to ensure their clients' financial plans remain aligned with their changing circumstances. Generated from the website

Bellhaven Investments Inc is a reputable investment firm located in Rye Brook, NY, specializing in a range of advantageous strategies such as Muni PLUS Ladder PLUS, 3-17 Year Ladder, Taxable PLUS, Taxable Ladder PLUS, and Cash Management. With a dedicated team and a track record of success, Bellhaven Investments Inc offers comprehensive services to help clients navigate the complexities of the financial market, ensuring their investments are managed effectively and efficiently.Generated from the website

AQR Capital Management is an investment management firm that employs a multiasset and global research process. The company provides investment products through a limited set of collective investment vehicles. It offers various investment products, such as market-neutral hedge funds and benchmark-driven traditional products. The company takes investment decisions using a series of global asset allocation, arbitrage and security selection models and risk management systems. It manages assets for some of the largest institutional investors from the United States, Europe and Asia. Founded in 1998, the company has a staff of more than 150 individuals. AQR Capital Management is located in Greenwich, Conn., and manages approximately $35 billion in various investment products.