Richmond Capital Management LLC

Clear Harbor Asset Management Inc., located in Wilton, CT, specializes in investment advisory services guided by sound investment fundamentals and a well-defined process. Led by portfolio manager Robert Dalldorf, the firm emphasizes a top-down asset allocation strategy tailored to client objectives, focusing on long-term growth and stability. The company employs a portfolio strategy that enhances returns by tilting investments toward identified stock characteristics, utilizing a combination of beta strategies and factor strategies to create a diversified and tax-efficient portfolio. Clear Harbor's approach is built on a solid foundation of client goals, ensuring that investment policies evolve due to significant client events rather than market fluctuations. Generated from the website

SPP Capital Partners LLC is a prominent middle-market investment bank based in New Canaan, CT, specializing in raising private debt and equity for corporate and equity sponsor clients. With a 35-year history, the firm has successfully completed 550 transactions and raised $26 billion in capital. The company is dedicated to providing total financing solutions tailored to the needs of the middle market, leveraging its extensive experience and strong sponsor relationships. As a member of FINRA and SIPC, SPP Capital Partners upholds high standards of legal and financial integrity. Generated from the website