Deacetis Dennis C Financial and Management Consulting

Pivot Point Advisors was formed in 2004 by Marc Schindler, a seasoned specialist in financial planning and Martin Gremm, a tested portfolio manager, to offer objective and rational investment management to individuals and institutions. Individuals, institutions, and professional investors too often rely on their intuition to make investment decisions. While a select few are very successful with this approach, in most cases those who adhere to a more disciplined approach achieve better long-term investment performance. Based on this observation, Pivot Point Advisors emphasizes rational, data-driven decision-making in all investment portfolios. This ensures that investment decisions are based on measurable facts rather than the latest news story, investor mood, or other typically fleeting influences. We take the same approach in our financial planning practice. Historically, investment performance has been more bumpy than most mathematical models predict. A good estimate of the size of these bumps is especially important for assessing whether a client has saved enough to retire. Most commercial financial planning tools do not fully take these risks into account, so we developed our own that does. This helps us provide an objective assessment of client's finances. We do not recommend any commission-paying financial instruments such as insurance policies, annuities, and certain mutual funds. Commissions could skew our recommendations towards products with higher commission rates. To avoid this conflict of interest, our only compensation comes from the clients. We are a 'fee-only' practice.

Kidd Company LLC is a family office investment firm based in Old Greenwich, CT, specializing in control equity investments since its inception in 1976. With a focus on the middle market, the firm emphasizes an intensive research process and hands-on involvement to create transformative business strategies across various industry sectors. Known for partnering with visionary entrepreneurs, Kidd Company aims to build successful companies that generate world-class investment returns. Their distinctive approach not only addresses unmet customer needs but also provides support to business owners seeking a beneficial association with the firm. Generated from the website

Whitby Thomas H III is a financial planner located in Houston, TX, offering expert guidance on wealth management and financial strategies. With a focus on personalized service, he helps clients achieve their financial goals through tailored planning and investment advice. Whether you're planning for retirement or looking to grow your assets, his experience and knowledge make him a trusted partner in navigating financial decisions. Generated from this place's information