Personal Portfolios Inc

Twin Lakes Capital Management LLC is a financial management firm based in Redwood City, California. The company specializes in providing investment solutions tailored to meet the unique needs of its clients. With a focus on strategic growth and risk management, Twin Lakes Capital aims to support individuals and institutions in achieving their financial goals. Their expertise is rooted in a commitment to delivering personalized service and sound financial advice. Generated from the website

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.