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Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that`s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.
Assistance Leag San Bernardino is a San Bernardino, CA-based company in the Financial Services sector.
Applied Knowledge Systems is a Manassas, VA-based company in the Financial Services sector.
Brookfield Asset Management Inc is a Toronto, ON-based company in the Financial Services sector.
Amundi Pioneer Asset Management (Amundi Pioneer) references the US business of the Amundi group of companies, Europe`s largest asset manager by assets under management and among the top ten global asset managers*. Amundi Pioneer was formed in 2017 as part of the acquisition of Pioneer Investments by Amundi, and includes the operations of Amundi Pioneer Asset Management USA Inc., based in Boston, and Amundi Smith Breeden, based in Durham, NC. Incorporating the expertise of the regional hub in Durham, Boston is one of Amundi`s six main investment hubs. In addition to investment management activities, Amundi Pioneer offers and services a wide array of investment solutions for institutional and private investors globally. Pioneer Investments was founded in 1928 by Philip L. Carret, and has been a leading innovator in global asset management since its inception. Amundi Smith Breeden, founded as Smith Breeden Associates in 1982, is a highly regarded relative value credit investor managing an extensive range of fixed-income strategies tailored to the needs of institutional investors. In aggregate, Amundi Pioneer Asset Management offers a broad range of fixed income, equity and multi-asset investment solutions. A focus on proprietary research, robust risk management, disciplined investment processes, and close client partnerships with clients has made the firms that comprise Amundi Pioneer investment managers of choice among leading institutional and individual investors worldwide. Amundi Pioneer had approximately $85.6 billion in assets under management as of May 31, 2017. *Source IPE “Top 400 asset managers” published in June 2017 and based on AUM as at December 2016.