MCR Capital Advisors

First Rate Inc is a global company with regional hubs that make a local impact. They cater to various sectors including wealth management, institutional broker-dealer, alternative asset management, and family office services. Their offerings range from wealth markets to corporate ventures, showcasing a diverse portfolio. With a presence in multiple countries like the USA, India, Singapore, the UK, Chile, and Afghanistan, First Rate Inc operates globally. They pride themselves on thought leadership within the WealthTech sector and provide a unique blend of services tailored to different markets and client needs. First Rate Inc emphasizes a collaborative and innovative approach within their product teams, ensuring a dynamic and forward-thinking environment. Their commitment to excellence is evident in their diverse range of services and the impact they make across various regions. Generated from the website content

We focus our efforts on working with organizations that are serious about their employee benefits and on individuals who want and need a retirement plan.Our clients include: Retirees, Pre-Retirees, Entrepreneurs, Small Business Owners, and Independent Contractors. We help business owner’s design and customize a plan that best fits their organization and their own financial desires. Special emphasis is placed on complying with Department of Labor fiduciary responsibilities. We normally start the process by analyzing current plans to determine their exposure to fiduciary requirements and conformance with their investment policy statement.

Freedom Investments, a wholly owned subsidiary of Oppenheimer Co. Inc., offers reliable discount brokerage services designed to empower individuals to take control of their financial future. With options to diversify through stocks and flexible pricing structures, the firm provides a straightforward approach to managing investments. While Freedom Investments facilitates various investment opportunities, it clarifies that it does not provide personalized investment advice or recommendations. Customers are encouraged to make decisions based solely on their individual financial situations, investment objectives, and risk tolerance. Generated from the website