| Name | Title | Contact Details |
|---|---|---|
Paul Larsen |
Chief Compliance Officer | Profile |
Walters Hoffe is a Gander, NL-based company in the Financial Services sector.
The Bank of Kentucky Financial Corporation (BKFC) is a bank holding company. BKFC, through The Bank of Kentucky, Inc. (the Bank), is engaged banking business in Kentucky. The Bank provides a variety of community-oriented consumer and commercial financial
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
1406 Financial is a Villanova, PA-based company in the Financial Services sector.
Neil Stratton, Certified Financial Planner is a Markham, ON-based company in the Financial Services sector.