Proxy Advisory Group

Derivative Path Inc is a financial technology company based in Walnut Creek, CA, specializing in derivatives trading solutions. The company offers a cloud-based platform for managing derivatives hedging programs, covering a wide range of financial products including interest rate derivatives, foreign exchange, commodities, and hedge accounting. Derivative Path Inc caters to U.S. community and regional banks, credit unions, corporations, and private equity firms, providing tailored risk management strategies and solutions. Their services extend to FX payments, balance sheet hedging, customer loan hedging, advisory services, and platform solutions, aimed at helping clients navigate complex financial markets with ease. With a focus on advancing hedging strategies, Derivative Path Inc offers personalized derivatives solutions and expertise from capital market professionals. The company also provides valuable resources such as market news, analysis, articles, podcasts, and events, empowering clients to make informed decisions in the ever-evolving financial landscape. Generated from the website content

Babylon Wealth Management is a fee-only financial advisor based in Walnut Creek, CA, serving busy professionals and families in the San Francisco Bay Area and nationwide. They offer personalized, objective, and fiduciary financial advice to help clients make informed decisions and achieve their financial goals. With a focus on wealth management, investment management, financial planning, and stock options planning, Babylon Wealth Management provides tailored strategies to professionals near retirement, tech professionals, young families, physicians, and business owners. Their expertise lies in strategic planning, tax-efficient investment strategies, and comprehensive retirement planning, ensuring clients can grow and protect their wealth while minimizing tax liabilities.Generated from the website

Together, Laurus advisors draw from a collective 67 years of experience managing assets on Wall Street, for non-profits, for the ultra-affluent and more. We’re multi-generational – from Millennial to Boomer – giving us a depth and breadth of perspectives to best assist you at any stage of life. And our team approach emphasizes innovation and A-level service for every client. Founded by R. Hays Englehart in 2002, Laurus Financial Group welcomed Craig Weinstein in 2012. In 2017, Laurus merged with ICS Wealth Management, founded by Amir Barar, in a powerful partnership that brought more resources to our clients.