Cleveland Pearce: Primerica-Financial Services

O'Shaughnessy Asset Management is a leading investment firm based in Stamford, CT, specializing in custom indexing and separate account strategies. With over 17 years of experience managing client money and $9.4 billion in assets under management and advisement, they offer a range of strategies across different market segments and geographic regions, aiming to provide significant factor advantages and low active costs. Their team of seasoned professionals, including 5 CFA Charterholders, is dedicated to applying their disciplined investment approach for the long term. Committed to research and sharing their findings with investors, O'Shaughnessy Asset Management strives to manage money on behalf of committed, long-term investors, offering a comprehensive range of services tailored to individual and professional investors alike.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Hart Capital is a financial services firm based in Norwalk, CT, specializing in investment management and wealth advisory services for individual and institutional clients. With a focus on personalized financial planning and strategic portfolio management, Hart Capital aims to help clients achieve their long-term financial goals and build wealth over time. Generated from their business information