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Lovell Minnick Partners LLC is one of the leading companies in the Financial Services sector.
Athenaeum Capital Partners is a Pasadena, CA-based company in the Financial Services sector.
Brookstone Capital Management, LLC is an SEC Registered Investment Advisor based in Wheaton, IL. In an industry that has grown increasingly complex and unpredictable, Brookstone Capital Management has been able to excel with investment strategies that take an intelligent, analytical approach to risk and reward. We provide customized wealth management solutions to help clients develop and implement an intelligent long-term investment strategy customized to their unique goals, resources, and tolerance for risk. Our services are provided through our select network of highly trained Investment Advisor Representatives who have total access to our investment intelligence and proprietary model portfolios. Brookstone has grown to over $2 Billion AUM since being established in 2006. Working with over 50 employees and a network of over 350 IARs, we know that open communication, comprehensive support, and a broad range of innovative investment strategies are integral to helping our IARs serve their clients and grow their business.
WisdomTree Investments, Inc. through its subsidiaries in the U.S. and Europe (collectively, “WisdomTree”), is an ETF and ETP sponsor and asset manager headquartered in New York. WisdomTree offers products covering equity, commodity, fixed income, leveraged and inverse, currency, cryptocurrency and alternative strategies. WisdomTree currently has approximately $74.0 billion in assets under management globally.
FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance.