Aquila Three Peaks High Income

The D. E. Shaw group is a global investment and technology development firm founded in 1988 with offices in North America, Europe, and Asia. The firm has earned an international reputation for successful investing based on innovation, careful risk management, and the quality and depth of its staff. With a focus on innovation and strategic risk management, the D. E. Shaw group has established itself as a leader in the investment industry. Its dedicated team of professionals across multiple continents ensures a high level of expertise and service for its clients. Generated from their website's infomation

StoneCastle Partners LLC, based in New York, NY, offers an Insured Deposit Platform designed to optimize deposits for commercial and governmental entities while providing stable funding to over 1,000 insured depository institutions. With a trusted partnership comprising 2,500 institutions and $224 billion in client deposits, StoneCastle plays a pivotal role in supporting the liquidity and financial management needs of its clients. Focused on flexibility and efficiency, StoneCastle's funding solutions are tailored to enhance margins and streamline liquidity management for financial institutions. The company represents a comprehensive resource for banks, credit unions, and savings institutions, ensuring secure and insured deposit options for depositors. Generated from the website

The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Ameriprise financial advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice focuses on the following four seasons: Goal Tracking Season - We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season -Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Family, Security and Cash Flow Review Season- Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season - We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.