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Private Trust Group of America is a Newburyport, MA-based company in the Financial Services sector.
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
Zarex Financial Services is a North York, ON-based company in the Financial Services sector.
Rhône Group is a global private equity firm, specializing in mergers and acquisitions, leveraged buyouts, recapitalizations, and partnerships with particular focus on European and trans-Atlantic investments.
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer`s specific investment needs. Luma`s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.