3D Associates

Barings Asset Management LLC, based in Boston, is a renowned global investment management firm known for its insightful strategies and strong partnerships. The firm's customized investment solutions are designed to provide clients with a solid foundation for achieving their financial goals, making Barings a trusted partner in the world of asset management. Generated from their website's infomation

Congress Asset Management Company LLP, founded in 1985, is a privately owned boutique asset management firm based in South Boston, MA, with a focus on delivering quality equity and fixed income investment strategies. With $21.8 billion in assets under management and an emphasis on long-term capital growth, the firm combines style purity and organizational stability to serve the needs of discerning investors. The team at Congress consists of seasoned professionals with an average of 29 years of portfolio management experience, dedicated to crafting focused investment solutions. Their expertise spans a diverse range of equity and fixed income strategies, providing investors with a disciplined approach to navigating market volatility and achieving sustainable growth. Generated from the website

Upstart Wealth Management, founded by Michael Powsner, specializes in financial planning tailored for the startup community, serving clients primarily aged 30 to 45, including founders and early employees anticipating liquidity events. The firm focuses on providing personalized investment management, tax planning, and comprehensive financial advice to help clients navigate the complexities of equity compensation and build their wealth effectively. With a team of experienced professionals, Upstart Wealth Management adopts a fee-only fiduciary approach, prioritizing clients' needs without any commission-driven incentives. Their services encompass a broad range of financial strategies, ensuring that each client receives guidance aligned with their unique financial vision and goals. Generated from the website