Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related
Klingenstein Fields

Klingenstein Fields Wealth Advisors welcomes Lacey Johnson, CFP, as Director, Wealth Advisor

NEWS: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm's client base.

B2B Venture Capital Fund announced by Laconia Capital Group LP

NEWS: (NEW YORK, N.Y.) Laconia Capital Group L.P. announces the launch of a new Business-to-Business Venture Capital Fund. The newly capitalized fund utilizes an investment approach described as 'Inflection Capital Investing,' through which Laconia will invest in late seed-stage companies that have reached an inflection point in their business development that strongly suggests continued growth.

White Paper: Potential benefits of alternative investments spur increased usage among high-net-worth investors

NEWS: Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

SmartStops Online Risk Management Tools head to Italian Finance Markets

NEWS: SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

FFG San Antonio Texas: Financial Foundation Group helps the Marines gather Toys for Tots

SAN ANTONIO, Texas -- As the year came to an end, Financial Foundation Group - San Antonio continued the giving through the holiday season....

FFG Denver: Financial Foundation Group – Making a Sterile Environment Fun for Kids

DENVER, Colo. -- As 2009 came to an end the employees of Financial Foundation Group, also known as FFG, wanted to make the holiday...

FFG San Antonio: Financial Foundation Group and Special Olympics in Need of Strikes

SAN ANTONIO, Texas -- As Financial Foundation Group San Antonio continued to expand through this last quarter, so has their commitment to the community....

BIO Investor Forum: Epeius Biotechnologies Investment Opportunity

SAN FRANCISCO, Calif. -- Epeius Biotechnologies Corporation (www.epeiusbiotech.com), an emerging leader in the field of targeted genetic medicine, announced today that Frederick L. Hall,...

American Financial Strategies to Match CEOs with Wealth-Qualified Investors

SAN CLEMENTE, Calif. -- American Financial Strategies (AFS) and its experienced executive team of professionals officially launched its unique and exclusive CEO / investor...

American Information Strategies Forms Strategic Partnership with Business Leader Ron Huntington

SAN CLEMENTE, Calif. -- American Information Strategies (AIS), a premier investor lead generation company based in San Clemente, CA, recently entered into a strategic partnership agreement with Ron Huntington, partner of Verne Harnish, author of "Mastering the Rockefeller Habits." Renowned for his keen insights and expertise, Mr. Huntington is a distinguished business leader with over 30 years of entrepreneurial, ownership, and management experience.

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