Charter Oak Advisors

Conestoga Capital Advisors, LLC is an investment firm based in Tredyffrin Township, PA, specializing in high-quality businesses that have the potential to generate superior returns. With a focus on Micro, Small, SMid, and Mid Cap Growth Equity strategies, their experienced investment team conducts extensive research to identify companies with sustainable earnings growth rates and robust business models. Committed to delivering long-term investment returns that outperform benchmarks, Conestoga combines their core competency with a dedication to excellent client service. Offering separate account management and mutual funds, Conestoga provides tailored client service programs and applies the same investment philosophy, style, and process across their offerings. Their team of professionals, with a unique combination of expertise and long-term experience working together, strives to meet or exceed clients' investment objectives. Located at 550 E. Swedesford Road, Suite 120 in Wayne, PA, Conestoga Capital Advisors is dedicated to protecting client data and privacy.Generated from the website

The Gemstone Group, based in Wayne, PA, is a distinguished consortium of seasoned professionals specializing in investment banking, financial advisory, and project development services, with a strong emphasis on the renewable energy and energy efficiency sectors. With nearly two decades of experience, Gemstone collaborates with various stakeholders, including project developers, equipment manufacturers, and institutional investors, to deliver tailored financial solutions in solar PV, solar thermal, biomass, and energy efficiency technologies. Through its latest initiative, Gemstone Renewable Finance (GREF), the group focuses on providing essential capital to the small and middle market segments of the renewable energy industry. Their expertise encompasses structured tax equity investments, project financing, and strategic partnerships, ensuring effective financial support for localized renewable energy projects. Generated from the website

Capital Management Services Inc. (CMS Wealth Management) is a registered investment advisor based in Wayne, Pennsylvania, dedicated to assisting clients with their financial and investment needs. The firm prides itself on providing personalized service, aiming to respond promptly to inquiries and facilitate seamless communication with potential clients. Additionally, certain representatives of CMS hold registrations as Registered Representatives, offering securities through APW Capital Inc. This collaboration ensures that clients have access to a wide range of investment options while benefiting from the expertise of experienced financial professionals. Generated from the website