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We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.
Preferred Capital Markets is a Philadelphia, PA-based company in the Financial Services sector.
Baker Capital is a New York-based private equity firm with $1.5 billion under management. Baker Capital invests in growth companies at all stages of development. The partners at Baker Capital have extensive private equity and operational experience
M.H. Garelick Business Mgmt. is a Studio City, CA-based company in the Financial Services sector.