PHG Financial, LLC

RMB Capital is an independent investment advisory firm based in Chicago, specializing in preserving and growing wealth for individuals, families, institutions, and employers. The firm's focus is on providing comprehensive financial solutions to help clients achieve their long-term financial goals through strategic investment strategies. Generated from their website's infomation

PHG Financial LLC, with offices in Chicago and Phoenix, specializes in community development investing by leveraging its expertise in Low-Income Housing Tax Credit (LIHTC) development and property management. The firm's flagship product, the CRA Affordable Housing Fund LLC, offers financial institutions innovative solutions to fulfill their Community Reinvestment Act requirements through investments in affordable multifamily properties. With over 40 years of cumulative experience, PHG Financial provides a unique investment strategy that enables clients to recirculate their CRA investments every 3 to 5 years, accompanied by transparent communication and a commitment to community needs. The firm is led by seasoned professionals in tax credit development and asset management, positioning it as a pioneering force in the affordable housing investment sector. Generated from the website

Kovitz is a boutique financial services firm based in Chicago, IL, offering personalized investment management solutions to individual and institutional clients. With a focus on long-term wealth preservation and growth, Kovitz provides a range of investment strategies tailored to meet the unique needs and goals of each client. Generated from their business information