Tokarz Group

Borrelli Partners Insurance Agency, located in Purchase, NY, is a leading provider of insurance services that emphasizes personalized client assessments to meet the unique needs of individuals and businesses. Their dedicated staff delivers friendly service and employs an analytical approach to ensure clients receive the best value and coverage tailored to their specific circumstances. The agency offers a comprehensive range of personal and commercial insurance products, including auto, home, flood, and commercial property insurance. By actively shopping for the best prices on behalf of clients, Borrelli Partners aims to find optimal coverage while helping to save money on insurance policies. Generated from the website

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA, specializing in multi-asset investment strategies for individuals, families, and small institutions. As an SEC-registered investment advisor, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process rooted in fundamental research and analysis. Offering unbiased, fee-based advice, Rockingstone provides high net worth clients with sophisticated portfolio management that encompasses a range of asset classes, including equity, fixed income, commodities, and real estate. The firm's rigorous approach combines top-down and bottom-up analytical frameworks to identify mis-priced assets and sectors, aiming to generate positive risk-adjusted returns. Generated from the website

The Tokarz Group is an innovative investment advisory firm based in Purchase, NY, focused on partnering with mid-sized companies that exhibit strong management, secure market niches, and predictable profit margins. With a unique approach driven by curiosity and operational expertise, they aim to challenge conventional wisdom and create value through proactive collaboration with portfolio companies. Comprising a seasoned team of investment professionals with extensive experience across various industries, the Tokarz Group specializes in identifying and investing in underappreciated businesses. Their investment strategies are designed to drive growth and profitability, employing both debt and equity investments to elevate these companies into exceptional successes. Generated from the website