CLOs on the Move

Ivy Financial

www.ivyfinancial.com

 
At Ivy Financial Group we believe in providing our clients with a comprehensive financial planning approach that looks at a family`s goals and objectives. We feel it is not only important to manage assets but also to manage debt, manage risk, and manage dreams. Ivy Financial Group is a complete financial services provider helping individuals, families, and businesses with investments, insurance, and financial planning.Ivy Financial Group: Financial Planning, Investing, Insurance, and Group Benefits.
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Similar Companies

Wilson-Davis and Co.

Wilson-Davis & Co., Inc. is a Salt Lake City, UT-based company in the Financial Services sector.

Simplex Investments

Simplex Investments, LLC is a Chicago, IL-based company in the Financial Services sector.

Investment Technology Group

ITG is an independent execution and research broker partnering with global portfolio managers and traders throughout the investment process, from investment decision through to settlement. With our launch of the POSIT® crossing network in 1987, we founded ITG with a strong commitment to empower buyside investors. And over the years, we`ve continued to deepen that commitment by creating a powerful network of intellectual capital, true industry experience, and market-leading technology to offer the unmatched insights that help clients generate and preserve alpha. With 15 offices in 9 countries and multi-asset capabilities that support the needs of large equity portfolios, we combine the power of global reach with the precision of local vision. Bringing together market-leading tools and unmatched expertise, we have helped clients understand market trends, improve performance, mitigate risk, and navigate increasingly complex markets. Above all else, we are driven by an unwavering commitment to service—we put clients` interests first. We do not offer buy-sell recommendations and have no conflict of interest. We are your trusted, strategic partner offering objective insights and guidance through complicated and changing global market structures.

Corporate Benefit Plans

Corporate Benefit Plans is a Worcester, MA-based company in the Financial Services sector.

Credential

Credential is a Vancouver, BC-based company in the Financial Services sector.