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Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
Redaptive is a leading energy project fund that enables enterprises and public entities to meet large scale energy efficiency and strategic technology objectives. With over $500 million in project lending capacity, Redaptive deploys best-in-class energy efficiency technologies across large commercial real estate portfolios. Redaptive is backed by Kleiner Perkins Caufield & Byers.
CHECKRITE is a Midvale, UT-based company in the Financial Services sector.
Actimize Inc. is one of the leading companies in the Financial Services sector.
ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include Industrial Innovation, Next Generation Internet, FinTech, and the Genomic Revolution. We believe innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK`s unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation.