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Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.
Founded in 1990, The CapStreet Group is a private equity firm headquartered in Houston, Texas. The firm prefers to invest through means of acquisition financing, buyouts, and growth capital. The firm invests in b2b industrial supplies, BPO services, SaaS, manufacturing, fintech, health tech, and technology sectors.
Innovative Directions is a Pinole, CA-based company in the Financial Services sector.
Synetro Capital is a Chicago, IL-based company in the Financial Services sector.
Tax Optimized Return Oriented Securities Trust is a Toronto, ON-based company in the Financial Services sector.