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Prestige Planning is a Lake Elmo, MN-based company in the Financial Services sector.
Harris Investment Group is an alternative asset management firm that works on behalf of its investor partners to deliver high risk adjusted returns through real estate and venture capital fund vehicles.
Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
Pavise Capital manages a long-biased event driven U.S. large-and mid-cap equity strategy employing rigorous fundamental research to identify long-term trends with short-term catalysts to generate high risk-adjusted returns.
Republic Capital Group is an investment banking firm that specializes in serving the RIA, Wealth and Asset Management communities with mergers, acquisitions, and capital needs.