JKL Investment Group

Integrated Life & Financial Planning LLC in Durham, NC offers a comprehensive range of financial services, including retirement planning, investment portfolio review, asset allocation planning, and estate planning. With a focus on helping clients achieve their financial goals, the firm provides free tools and resources to assist in financial planning. Securities offered through SCF Securities Inc., and investment advisory services through SCF Investment Advisors Inc., Integrated Life & Financial Planning is dedicated to providing personalized financial solutions tailored to each client's needs. Their team, led by Jerry Bergner, prioritizes client education and empowerment in making informed financial decisions.Generated from the website

J Lamb Investments Inc is a consultancy firm based in Muncie, Indiana, specializing in economic forecasting and risk management for small and middle market companies. Founded by economist Jonathan M. Lamb, the firm emphasizes practical economic principles that resonate with everyday decisions about money, life, and happiness. The company also offers educational resources, including the book "Economics is Like Sex," which aims to demystify economics and make it accessible to a broader audience. With a team experienced in various business disciplines, J Lamb Investments provides tailored advice and strategic insights to help clients preserve and grow their financial interests. Generated from the website

Xponance is a multi-strategy investment firm based in Philadelphia, PA. Managed and employee-owned by women and diverse investment professionals, Xponance leverages its multi-strategy capabilities to provide clients with access to alpha and transformative investment solutions. With a focus on wisdom, vision, and diverse perspectives, Xponance offers a range of investment strategies, including systematic global equities, US fixed income, and alternative investments. Through their multi-manager platform, Xponance aims to deliver risk-controlled and cost-efficient strategies for both efficient and non-US equity markets. They also prioritize values-based investing and community engagement, reflecting their commitment to social responsibility. With a track record of sourcing and supporting diverse emerging managers, Xponance is dedicated to providing innovative investment solutions for their clients' success.Generated from the website