Trendman Advisors

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA, specializing in multi-asset investment strategies for individuals, families, and small institutions. As an SEC-registered investment advisor, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process rooted in fundamental research and analysis. Offering unbiased, fee-based advice, Rockingstone provides high net worth clients with sophisticated portfolio management that encompasses a range of asset classes, including equity, fixed income, commodities, and real estate. The firm's rigorous approach combines top-down and bottom-up analytical frameworks to identify mis-priced assets and sectors, aiming to generate positive risk-adjusted returns. Generated from the website

O'Shaughnessy Capital Management Inc is a financial services firm based in Greenwich, CT. Specializing in investment management, the company offers tailored financial solutions to individual and institutional clients. With a focus on long-term wealth preservation and growth, O'Shaughnessy Capital Management Inc prides itself on providing personalized investment strategies and expertise in navigating the complexities of the financial markets. Generated from their business information