Wealth Enhancement Group

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

Buchwald Capital Advisors LLC, a boutique investment bank specializing in financial restructuring advisory services, was founded in 2001 by Lee E. Buchwald. Mr. Buchwald is a twenty-five year veteran investment banker who has been an executive at such prominent firms as Rothschild Inc., Salomon Smith Barney and Chanin Capital Partners. Mr. Buchwald has been responsible for over 50 restructuring transactions. In addition to financial restructuring advisory services, Mr. Buchwald's transactions have included: mergers and acquisitions, private and public offerings of securities, valuations and fairness opinions. Please see the Experience section for a detailed review of Mr. Buchwald's professional experience and education. Ovation, Inc Restructuring and M&A Pameco Liquidating Trust Liquidating Trustee REASONS FOR SELECTING BUCHWALD CAPITAL ADVISORS LLC Professional Experience: Mr. Buchwald is a seasoned investment banker with a twenty-five year track record of successful transactions. Since he is the only executive at the firm, clients are guaranteed to get senior level attention at all times. Priority Service: As a small boutique investment bank, Buchwald Capital Advisors can only handle a few matters at a time. Consequently, every transaction receives the attention it deserves and no responsibilities are handed down to junior staff members. Competitive Fees: Due to its size, Buchwald Capital Advisors has greater flexibility in structuring fee arrangements than larger firms do. Likewise, the firm is able to charge fees that are significantly lower than its larger competitors while providing quality of services equal to or better than that which is available elsewhere.

Advisors Capital Management LLC, based in Ridgewood, NJ, is an investment advisory firm that offers tailored portfolio management solutions to meet the unique financial objectives of their clients. With a team of experienced professionals, they provide top-notch portfolio management, analysis, back office operations, trade support, compliance, and marketing services. Their proven investment philosophy combines top-down and bottom-up approaches for superior stock selection. They believe in the maxim that no two investors are alike, which is why they offer private separate accounts with individual portfolios constructed to satisfy a full range of sophisticated needs and objectives. Advisors Capital Management LLC is committed to providing their clients with the information they need to be in control of their investments. They offer a range of investment solutions, including individual securities and tax-efficient strategies. Their customized portfolio design ensures that clients' financial objectives are met in the most effective way. With a focus on delivering a tailored client experience, Advisors Capital Management LLC is dedicated to helping their clients achieve their financial goals.Generated from the website