Sageview Advisory Group

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.

Oaktree Capital Management is a financial services firm based in Los Angeles, CA, specializing in alternative investments and asset management. The company focuses on providing investment strategies for a diverse range of clients, including institutional investors, high-net-worth individuals, and pension funds. With a team of experienced professionals, Oaktree Capital Management offers expertise in distressed debt, corporate debt, real estate, and other alternative asset classes. The firm prides itself on its disciplined approach to investing and commitment to delivering value for its clients. Generated from their business information