Safa Trust

Monticello Capital is a fee-for-service boutique investment bank with a private equity arm. Headquartered in northern Virginia, in the Washington DC metropolitan area, we provide sophisticated corporate financial, strategic, and advisory services. Our clients are discerning, high-growth, advanced technology firms ranging from start-ups to emerging growth and middle market companies, through corporations in the Fortune 500. Each Monticello Capital engagement or transaction falls within one of our three main practice areas: Monticello Capital is the general partner of Monticello Capital Ventures LP, a private capital fund.

Kirchiro Investments is a financial services firm based in Kensington, MD, specializing in investment management and wealth advisory services. With a focus on personalized financial strategies, Kirchiro Investments aims to help clients achieve their long-term financial goals through prudent investment decisions and comprehensive financial planning. Generated from their business information

Sequoia Investment Strategies LLC is an independent financial services firm located in Towson, MD, committed to providing clients with a diverse array of non-proprietary investment options. Led by Matthew L. Lowry, CFP, the firm focuses on delivering high-quality financial consulting tailored to meet individual needs. As a partner of LPL Financial, Sequoia Investment Strategies supports financial advisors in safeguarding clients' wealth while offering comprehensive research and insights into market trends. The firm emphasizes a client-centric approach, ensuring clients are informed about the economic factors that could impact their financial well-being. Generated from the website