M2O Private Fund Advisors

Matrix Asset Advisors is a well-established investment management firm based in White Plains, NY, with a proven track record in fundamental research and portfolio construction since 1986. Led by Chief Investment Officer David A. Katz, CFA, the firm's team of senior investment professionals offers a time-tested approach and personalized service to meet the unique needs and goals of each client. As a 100% employee-owned company, Matrix is committed to aligning its interests with those of its clients, with significant employee assets invested alongside them. With expertise in equities, fixed income, and wealth management services, Matrix provides a comprehensive range of investment solutions while emphasizing the importance of understanding and achieving client objectives.Generated from the website

Pickwick Capital Partners LLC, headquartered in White Plains, NY, offers a range of financial services including mergers and acquisitions, investment banking, and fund placement. The firm boasts both U.S. and international reach, leveraging the extensive network and experience of its registered representatives. As a member of FINRA and SIPC, Pickwick Capital Partners is committed to providing comprehensive financial solutions tailored to meet the needs of its clients. The company prides itself on its professional team, which includes investment banking and fund placement specialists dedicated to delivering exceptional service. Generated from the website

Pordy Co Accountants & Advisors is a full-service accounting firm located in White Plains, NY, offering a comprehensive range of services tailored for business owners, executives, and independent professionals. Known for their affordable rates and friendly approach, they provide expert guidance in areas such as tax preparation, financial planning, and business services. The firm prides itself on delivering personalized attention to each client, ensuring that their unique financial needs are met with professionalism and responsiveness. With years of experience serving the local community, Pordy Co is dedicated to helping clients achieve their financial goals while managing risk and improving performance. Generated from the website