Roundstone Capital Corp

Taylor Wealth Management Partners, now known as Mariner Wealth Advisors, is a Boston-based financial advisory firm that offers a comprehensive range of wealth management services to individuals and businesses. With access to a wider range of resources, including tax planning, investments, retirement solutions, estate planning, trust services, and insurance solutions, Mariner Wealth Advisors is committed to providing clients with a coordinated and personalized wealth plan. Their team of experienced professionals ensures consistent client service and aims to help clients achieve their financial goals today and for generations to come. Mariner Wealth Advisors has been recognized for its excellence in the industry, with Barron's ranking them as one of the top RIA firms in recent years. As a trusted partner, Mariner Wealth Advisors strives to deliver exceptional wealth advisory services and assist clients in navigating the ever-changing financial markets. With a focus on client satisfaction and a commitment to providing comprehensive solutions, Mariner Wealth Advisors is dedicated to helping individuals and businesses achieve their financial objectives.Generated from the website

Ned Davis Research (NDR) is a global provider of independent investment research solutions and tools, catering to a diverse clientele—including asset managers, asset owners, hedge funds, and wealth managers. Founded in 1980, NDR leverages a 360-degree research approach, grounding its investment strategies in macroeconomic insights while exploring key asset classes and geographical considerations. The company's offerings include thematic opportunities, stock and ETF selection services, and customized research solutions based on extensive quantitative analysis. With a team of 70 dedicated professionals, NDR is committed to delivering robust insights and data-driven investment recommendations to guide clients through their most pressing investment challenges. Generated from the website

Capital Markets Outlook Group is a financial consulting firm based in Boston, MA. They specialize in providing market analysis and insights to help clients make informed investment decisions. With a focus on capital markets, the company offers strategic guidance and recommendations to navigate the ever-changing landscape of the financial industry. Generated from their business information