Roundtable Investment Partners
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Roundtable Investment Partners, established in 2006, is a private investment partnership comprised of seasoned entrepreneurs, executives, and investors dedicated to comprehensive wealth creation and legacy building services. The firm specializes in integrated strategic advice, planning, investment management, and merchant banking solutions tailored to meet the lifestyle, philanthropic, and intergenerational objectives of families and institutions.
As a registered broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), Roundtable is committed to safeguarding its clients' investments while maintaining a robust Business Continuity Plan to ensure operational resilience. The firm prioritizes effective communication and client support in the face of significant business disruptions, reflecting its dedication to client service and stability.
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