Investment-counseling United States

Providers of financial advisor norman ok in Norman

Since 1979, Sheffield Investment Management, Inc. (SIMI) has managed accounts for families, trusts and qualified retirement plans. Clients' accounts are typically diversified across a variety of asset classes which may include domestic and foreign equities ...

Alpha Financial Management, based in Savannah, Georgia, is a fee-only financial planning and investment advisory firm with a commitment to being compensated solely by clients. Our only business is to provide clients with our solution-oriented resources ...

Atherton Lane Advisers, LLC is an independent investment management firm committed to excellence and integrity in advising our clients in all areas of life's financial decisions. We are experienced and motivated professionals striving to anticipate the ...

C.W. Henderson & Associates, Inc. is a registered investment advisor specializing in the conservative management of tax-exempt municipal securities. The firm was formed in September 1990 by Craig W. Henderson, after he had spent fifteen years in municipal ...

Stillwater Investment Management is an independent investment advisory firm registered with the Securities and Exchange Commission. We are a family investment counseling office, founded to serve the best interests of our clients and their families. We ...

The investment counseling firm of O'Brien Greene & Company was established in 1969. The firm is registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940, and with the State Securities Commission under the Pennsylvania ...

Crane Asset Management, LLC is a full-service investment counseling firm providing investment management services to private individuals, retirement plans, endowments, and charitable foundations. All accounts are managed on a discretionary basis. We've ...

Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face an ownership dilemma. Rosemont was formed in May 2000 to provide capital to fund management buyouts, recapitalizations and selected ...

SCHLINDWEIN ASSOCIATES provides individuals and institutions with investment counseling and consulting. With over 30 years of professional experience, we specialize in defining clients' long-term investment goals, mutual fund investing, and asset allocation ...

Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face an ownership dilemma. Rosemont was formed in May 2000 to provide capital to fund management buyouts, recapitalizations and selected ...

Lumbard Investment Counseling is a traditional investment advisory firm located in Hollis, New Hampshire. Since 1990 we have been serving individuals and institutions in New Hampshire and around the nation, as well as overseas, providing excellent investment ...

Van Strum & Towne was originally founded in 1927 by Kenneth S. Van Strum and Herbert S. Towne. Kenneth Van Strum was one of the first members of the investment community to recognize that ownership of common stocks could be a valuable means of preserving ...

At Bennett Financial Advisors, our clients always come first. With over 30 years experience, we take pride in our excellent client service and relations. We promote creative solutions and tailor each asset allocation to reach each client's specific goals ...

Steward Capital Management is made up of several talented individuals. They are as follows:Investment ProfessionalsAnmar K. Sarafa , CFA, CIC is the Chief Investment Officer of Steward Capital Management (SCM). His primary responsibility is portfolio management ...

Bowen, Hanes & Company has been providing investment counseling services to individuals and institutions for the past three decades. Since inception, it has been our mission to produce and provide a service in a manner consistent with our high-quality ...

F.L.Putnam Investment Management Company is an independent firm that provides a comprehensive range of personalized investment management services. We are registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 ...

Holdun is an independent investment counseling firm dedicated to providing discretionary management services to individuals, families, foundations, endowments and institutions.

A. Montag & Associates was established by Anthony Montag in 1982. It focuses on meeting the investment needs of wealthy individuals, families, endowments and foundations. Presently the firm manages nearly $835 million for 190 clients. In addition to a ...

McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences ...

Jay A. Fishman, Ltd. is an independent investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The Company was incorporated in the State of Michigan in April 1970. Our executive office ...

Barrow, Hanley, Mewhinney & Strauss, Inc. (BHMS) was founded and registered with the SEC in July of 1979 to manage U.S. tax-exempt portfolios for institutional clients. We began managing large cap value equity assets in October of that same year. A value-oriented ...

Barrett Associates is dedicated to serving its clients by adhering to these operating principles:

Spectrum Advisory Services, an independent private investment advisory firm, is a company based on old-fashioned business values. They help clients face the challenges of change that occur during a lifetime, with the highest quality individualized portfolio ...

Westcap Investors, LLC is an independent money management firm located in Los Angeles, California that specializes in managing assets for Pension Funds, Profit Sharing Plans, Unions, Foundations, Endowments, Individuals and Trusts. Our investment management ...