Mark Williams CFP

Slocum Gordon & Co. LLP is a Newport, Rhode Island-based investment management firm founded in 1978 by Jeffrey L. Gordon and John J. Slocum Jr. With a collective 50 years of investment experience, the firm specializes in portfolio management, trust and estate services, and client-focused financial strategies. The company is led by a team of seasoned professionals, including portfolio managers and compliance officers, who bring diverse backgrounds in finance, law, and operations. Slocum Gordon & Co. is dedicated to serving individual and endowment clients, ensuring a comprehensive approach to their investment needs. Generated from the website

Factor Investing Group is a Registered Investment Advisor based in Newport, RI, specializing in low-cost investment management for private clients, endowments, and institutions. They offer a range of diversified model portfolios tailored to various risk levels, including options for low volatility and deep value all-equities models, as well as all-bonds models featuring both low and high yield. The firm focuses on constructing portfolios with very low expense ratios, ensuring that clients can achieve their investment goals efficiently. With a commitment to factor tilts in their investment strategies, Factor Investing Group aims to provide effective solutions for diverse financial needs. Generated from the website

Havener Capital Partners, founded by Stacy Havener in 2010, specializes in supporting investment boutiques through tailored sales and marketing strategies. The firm aims to level the playing field in the asset management industry by helping smaller firms grow their audience and enhance their capital-raising capabilities. With a focus on group coaching, one-to-one consulting, and done-for-you programs, Havener Capital Partners employs a time-tested blueprint designed to generate leads and connect with ideal investors. The team consists of experts from various fields dedicated to empowering investment boutiques and fostering their growth in a competitive landscape. Generated from the website