Mischler Financial Group

Jefferies Asset Management, also known as JAM, specializes in investment management services. The company is registered as an investment advisor with the U.S. Securities and Exchange Commission. It also offers a range of investment consultation services. Jefferies Asset Management is a wholly owned and operated subsidiary of Jefferies Group, which is a publicly traded holding company. The group has annual sales revenue of more than $1 billion.

Tweedy, Browne Company, established in 1920, is a dealer in closely held and inactively traded securities. The firm invests in undervalued common stocks in the United States. It has more than $510 million in portfolios. Tweedy, Browne Company also manages private account portfolios for individuals and institutions. The firm offers the Tweedy, Browne Worldwide High Dividend Yield Value Fund. In addition, it provides the Tweedy, Browne Global Value Fund, which invests in non-U.S. marketable equity securities. The firm offers the Tweedy, Browne Value Fund, which invests in securities in France, Germany, Italy and Japan. Tweedy, Browne Company is a wholly owned subsidiary of the Affiliated Managers Group.

UBS Financial Services, located in Stamford, Conn., is a branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including financial planning, retirement planning, estate planning, investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries, with 39% of its employees working in the Americas, 38% in Switzerland, 16% in Europe and 7% in the Asia Pacific time zone.