Transact Capital Partners

Financial Services of Virginia in Glen Allen is dedicated to disrupting the status quo and empowering clients to do the same. With impeccable service, tailored financial plans, and a wealth of resources, they break the monotony of mediocre planning. Their commitment to excellence shines through in their processes and client-centric approach, ensuring that each individual receives the personalized attention and support needed to achieve financial success. Generated from their business information

Middleburg Trust Company provides a variety of fiduciary and investment management services to individuals, institutions and foundations. The firm became Virginia's first independent trust company in 1994. It joined The Middleburg Bank to form Independent Community Bankshares in 1998. Middleburg Trust Company specializes in fixed-income portfolio management services for total return. The firm has expertise in portfolio management that focuses on various asset classes, such as stocks, bonds and cash equivalents. It operates several types of accounts, including agency and investment management, trusts, individual retirement accounts and estates. Middleburg Trust Company also offers estate settlement and trust management services. The firm is recognized as a fiduciary by The Bureau of Financial Institutions and The Federal Reserve.

Cambridge Asset Management Inc, based in Henrico, VA, has established itself as a global investment partner since 1973, specializing in building and managing custom investment portfolios across diverse asset classes for institutional investors, private clients, and family offices. With a blend of robust resources and a personalized approach, the firm leverages its decades of expertise in traditional and alternative asset classes to drive long-term returns and create positive change. Dedicated to understanding each client's unique goals, Cambridge Asset Management focuses on providing tailored investment strategies through its specialized teams, serving endowments, foundations, private clients, family offices, and various institutional investors. The firm also emphasizes the importance of risk management in portfolio construction, ensuring that families and organizations can navigate the complexities of wealth management and generational wealth transfer effectively. Generated from the website