Jefferson Research & Management

SRM Advisors is a family wealth management firm located in Portland, Oregon. With a focus on building, maintaining, and protecting net worth, they offer personalized and holistic financial planning and investment management services to their clients. Their team of experts provides independent third-party advice, clarifies expectations, and helps clients set obtainable objectives, while continuously educating them about financial matters. Committed to long-term advisor relationships, SRM Advisors offers a range of resources, including focused analysis and decision-making environments, disciplined investment selection and evaluation, and delegation of follow-up actions and recommendations. They pride themselves on their neutral and objective analysis and advice, providing their services on a fee basis. Prospective clients can benefit from a complimentary initial consultation to discuss their financial planning and investment management needs and objectives.Generated from the website

Mosaic Research, founded in 2001, is a leading retail industry expert that connects retail professionals with institutional investors and financial institutions worldwide, providing timely and accurate insights for informed investment decisions. With a strong emphasis on compliance, Mosaic has developed an extensive compliance structure, offering clients a systematic and transparent way to aggregate information consistent with their internal procedures. With an average consultant tenure of six years and exclusive access to retail experts, Mosaic combines traditional sell side research with deep retail industry insight, understanding not only industry and company fundamentals but also investor psychology and catalysts for actionable investment ideas. Headquartered in Portland, Oregon, Mosaic Research is committed to delivering valuable expertise and comprehensive coverage of over thirty retail companies and brands.Generated from the website

WF Enterprises LLC in Beaverton, OR specializes in empowering businesses through debt restructuring and strategic business planning. Their team offers expertise in small business loans tailored to individual needs, providing effective solutions to navigate financial challenges and unlock business potential. With a focus on startup growth and success, WF Enterprises LLC is a trusted partner for small business owners seeking guidance in Oregon. Their services aim to ease financial burdens, set the stage for a fresh start, and build a roadmap towards business prosperity.Generated from the website