Adams Point Advisors

Hall Capital Management Company, founded in 1998, specializes in helping clients develop unique investment objectives and identifying appropriate asset allocation strategies to achieve their goals. The firm offers a comprehensive suite of services, including investment management, 401(k) advice, financial planning, and tax planning compliance. With a focus on providing proven financial guidance paired with personalized service, Hall Capital prides itself on delivering executive-level expertise with a hometown feel. Their dedicated team takes the time to understand each client's situation, hopes, and risk tolerance to tailor solutions that meet individual needs. Generated from the website

The Roosevelt Investment Group LLC, based in Providence, RI, boasts over 50 years of experience in managing equity and fixed income strategies for financial professionals, institutional investors, and prominent families. With a strong focus on risk management and long-term capital protection, the firm prides itself on building investment plans that transcend generations, founded on values of integrity, trust, and stability, and committed to exceptional client service as long-term stewards of capital. Generated from the website