Duff and Phelps

UBS is a global financial services firm providing a comprehensive range of wealth management, asset management, and investment banking solutions tailored for individual and institutional clients. With a commitment to delivering superior value, the firm focuses on crafting personalized investment strategies that align with clients' unique financial goals. In addition to its core offerings, UBS emphasizes the importance of insights and expertise, reflecting a deep understanding of market trends and geopolitical factors that influence investment decisions. The firm is dedicated to maintaining a secure environment for its clients, actively alerting them to potential fraud and ensuring their data privacy and security across all services. Generated from the website

Ameriprise Financial, led by Trevor Jones in Florham Park, NJ, offers personalized financial advice aimed at helping clients achieve their financial goals. The firm boasts a highly qualified advisory team, with members holding various prestigious certifications, including CFP, AAMS, and AEP, ensuring a comprehensive approach to asset management and financial planning. With expertise in areas such as estate planning, retirement strategies, and investment management, the advisors at Ameriprise Financial are equipped to address the unique needs of individuals, retirees, and small business owners. Their commitment to ethical practices and ongoing education underscores their dedication to providing clients with informed and effective financial solutions. Generated from the website

Jacobs Levy, founded in 1986, is an equity management company specializing in quantitative research to identify profit opportunities and employing risk-management strategies for asset assessment. With a dedicated team of over 60 professionals, Jacobs Levy offers research and implementation tools to effectively manage the assets of corporate pension plans, retirement systems, and foundations. Generated from their available business information