Brilen Invest LLC

Neumeier Poma Investment Counsel, located in Carmel, CA, has been successfully navigating the small cap value stock market for over 30 years. The firm specializes in identifying undervalued, misunderstood, and undiscovered investment opportunities within this sector. With a focus on small-cap companies, Neumeier Poma aims to capitalize on unique market insights to deliver strong performance for its clients. Their investment philosophy highlights a commitment to uncovering big ideas within the small cap universe. Generated from the website

IWC Trust Service specializes in advanced tax mitigation strategies for United States citizens and residents, aiming to significantly reduce state and federal tax burdens on various asset sales, including privately held companies, concentrated stock positions, and real estate. The firm also provides services designed to decrease estate gift tax on wealth transfers and offers solutions for offshore residents to minimize their non-U.S. tax obligations, all while ensuring compliance with U.S. court protections. Additionally, IWC Trust's Business Valuation Advisory assists middle market company owners in enhancing their firm value through outsourced CFO services, ultimately leading to improved financial performance and increased business value at the time of sale. By obtaining advanced rulings from the U.S. Internal Revenue Service, the firm strives for certainty and validation in the innovative tax structures employed for its clients. Generated from the website