CLOs on the Move

Percy AI

www.percy.ai

 
Percy Uses Consumer Behavioral Signals To Help Real Estate & Mortgage Brokers Develop More Meaningful Relationships With Each Other And Their Clients
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Huxford Group

As an independent investment advisory firm, Huxford Group can offer financial planning and diversified, risk-managed investment to a variety of investors. Designing investment solutions, while assessing risks aligned with our clients’ investment styles is our goal. By providing these solutions, we can assist our clients to pursue their personal financial goals. Each and every portfolio constructed at Huxford Group, it is tested under a variety of hypothetical markets and economic conditions. Despite having over $2.8 billion in client assets, we can continue to provide prominent solutions in order to preserve and grow client’s wealth. Being an independent firm means that we are not tied or limited to any one particular financial provider product or investment opportunity. For our clients, it means that we can gain the best investment values available, as well as institutional mutual fund shares, and of course, discount brokerage trading. We have positioned our investment advisory and retirement plan administration fees to strengthen our client’s investment returns.