Freedman Financial

Capital Growth Management, founded in 1990, headquartered in Boston, Mass., has more than $5.8 billion in assets under management. Capital Growth Management, an affiliate of IXIS Asset Management Advisors Group, manages portfolios and delivers growth by selecting stocks with potential for price appreciation. The firm takes an aggressive approach, through construction of highly concentrated portfolios. Capital Growth Management emphasizes prompt response to changes in the market or economy. IXIS Asset Management Group is one of the 25 largest investment management firms in the world with 14 affiliated investment management firms. This family of mutual funds spans a wide range of investment objectives and management styles including Harris Associates Large Cap Value Fund, bringing investing expertise, and IXIS Diversified Portfolios, a series of multi-manager equity and fixed-income funds. IXIS Asset Management Advisors Group is part of IXIS Asset Management Group, a $496 billion global investment management firm. IXIS Asset Management Advisors Group connects financial advisors and their clients to a broad line-up of specialized money managers through separate accounts and mutual funds, as well as subadvised and institutional investments.

RBC Wealth Management in Boston, part of Boston Partners, offers financial services with a global reach. With additional offices in New York, London, Los Angeles, and Greenbrae, California, they provide comprehensive wealth management solutions. Specializing in personalized financial planning, RBC Wealth Management serves clients in various locations, ensuring tailored strategies for individual needs. Their team of experts is dedicated to helping clients achieve their financial goals with a focus on excellence and integrity. Generated from their website's infomation