Seven_Summits_Capital-05
•
0 likes•110 views
Seven Summits Capital provides customized portfolio management and wealth management services including investments in public and private markets as well as retirement, estate, and tax planning. They take a fiduciary and client-centered approach with a focus on simplicity, customization, and equal access for all clients. Their mission is to maintain a focus on each client's unique investment goals while providing a team of experts to meet all of their lifetime financial needs.
Report
Share
Report
Share
Download to read offline
Recommended
IMAP webinar: Past. Present. Future. The evolution of managed accounts
Are you thinking of moving up the value chain and creating a customised investment proposition for your clients? Is your existing investment proposition ready for an efficiency overhaul? Hear from Netwealth's Paul O'Connor, Head of Investment Management & Research, how a private label managed account solution can bring together advice, investment and administration to deliver a seamless client experience.
Event mnagement
What can an event do for you? It can get your campaign...
* noticed.
* Give momentum.
* Give focus.
1. Know what it is you want your event to achieve.
2. Spend time on your idea, and think it through. Be prepared to modify or abandon all or parts of your original idea.
3. Start with modest ambitions.
4. Know how you will judge your success - have a target.
5. Give your event a clear and manageable focus that will work.
6. Don't reject traditional events just because they seem old-fashioned.- People still hold things like fetes and jumble sales for a good reason: they still work. Public meetings can be dull, but yours doesn't have to be.
7. Find something quirky to make your event stand out.
8. Write down what makes your event special. Don't lose this focus.
9. Make sure your event will work locally, with the people that live locally.
10. Go to similar events. Decide why these work, or why they don't.
11. Get a team together
12. To organise an event you will need people who can share the effort. Choose people you can work with - and enlist people who have the expertise you need.
Investment Bankers and Private Placements
A graduate of Kingston University, Christopher Michael Pan is an investment banker with more than two decades of experience. Christopher Michael Pan has served as a senior executive for multiple leading firms, including Merrill Lynch and Credit Suisse.
K Williams resume 12.15
Kellie Williams has over 20 years of experience in office management, executive assistance, facilities management, and event planning. Her most recent role was as Office Manager/Executive Assistant at Conatus Capital Management from 2010 to 2015, where her responsibilities included assisting senior leadership with travel, presentations, and expenses. Prior to that, she held administrative roles at Plainfield Asset Management and Pickwick Properties/Antares Real Estate Services, where she supported executives and managed facilities operations. She also has experience planning medical conferences as a Meeting Planner.
Creating the investment pitch investors want to hear, andrew sloane morisons ...
Creating the investment pitch investors want to hear, andrew sloane morisons ...AlbaInnovationCentre
Andrew Sloane of Morisons Solicitors LLP.
Andrew is a partner with the Corporate team at Morisons Solicitors and formerly led the investment activity of the funds at the Scottish Investment Bank. Andrew will provide a practical guide to identifying prospective investors, approaching them with an investment proposition, raising funds, executing the deal and on-going investor engagement.
KN brchure-8.5x11FINAL
Waite Financial provides wealth management and financial planning services to affluent individuals and families. Katherine Newton, who has over 30 years of experience, runs Waite Financial and aims to ensure her clients' goals and dreams are honored and protected. She works closely with clients on a variety of issues, including retirement planning, tax planning, estate planning, and business transitions. Her goal is to design customized plans to help clients achieve their dreams while avoiding risks. Waite Financial offers objective advice, transparency, and a team approach to meet all of a client's financial needs.
The Science of Multi-Factor Investing
Gerstein Fisher’s new video about Multi-Factor® investing takes viewers through a brief history of factor-based investing and explains Gerstein Fisher’s own Multi-Factor® approach in easy-to-understand terms, reflecting our commitment to investor education and transparency of process.
Presentation
Traditional VC and SME Investment Bank differ in how investment opportunities are filtered and presented. With traditional VC, a fund manager filters opportunities to meet return goals defined in the fund. With SME Investment Bank, it acts as a marketplace where entrepreneurs can present proposals directly to a network of investors, allowing each investor to evaluate opportunities based on their own risk assessments and return expectations.
Recommended
IMAP webinar: Past. Present. Future. The evolution of managed accounts
Are you thinking of moving up the value chain and creating a customised investment proposition for your clients? Is your existing investment proposition ready for an efficiency overhaul? Hear from Netwealth's Paul O'Connor, Head of Investment Management & Research, how a private label managed account solution can bring together advice, investment and administration to deliver a seamless client experience.
Event mnagement
What can an event do for you? It can get your campaign...
* noticed.
* Give momentum.
* Give focus.
1. Know what it is you want your event to achieve.
2. Spend time on your idea, and think it through. Be prepared to modify or abandon all or parts of your original idea.
3. Start with modest ambitions.
4. Know how you will judge your success - have a target.
5. Give your event a clear and manageable focus that will work.
6. Don't reject traditional events just because they seem old-fashioned.- People still hold things like fetes and jumble sales for a good reason: they still work. Public meetings can be dull, but yours doesn't have to be.
7. Find something quirky to make your event stand out.
8. Write down what makes your event special. Don't lose this focus.
9. Make sure your event will work locally, with the people that live locally.
10. Go to similar events. Decide why these work, or why they don't.
11. Get a team together
12. To organise an event you will need people who can share the effort. Choose people you can work with - and enlist people who have the expertise you need.
Investment Bankers and Private Placements
A graduate of Kingston University, Christopher Michael Pan is an investment banker with more than two decades of experience. Christopher Michael Pan has served as a senior executive for multiple leading firms, including Merrill Lynch and Credit Suisse.
K Williams resume 12.15
Kellie Williams has over 20 years of experience in office management, executive assistance, facilities management, and event planning. Her most recent role was as Office Manager/Executive Assistant at Conatus Capital Management from 2010 to 2015, where her responsibilities included assisting senior leadership with travel, presentations, and expenses. Prior to that, she held administrative roles at Plainfield Asset Management and Pickwick Properties/Antares Real Estate Services, where she supported executives and managed facilities operations. She also has experience planning medical conferences as a Meeting Planner.
Creating the investment pitch investors want to hear, andrew sloane morisons ...
Creating the investment pitch investors want to hear, andrew sloane morisons ...AlbaInnovationCentre
Andrew Sloane of Morisons Solicitors LLP.
Andrew is a partner with the Corporate team at Morisons Solicitors and formerly led the investment activity of the funds at the Scottish Investment Bank. Andrew will provide a practical guide to identifying prospective investors, approaching them with an investment proposition, raising funds, executing the deal and on-going investor engagement.
KN brchure-8.5x11FINAL
Waite Financial provides wealth management and financial planning services to affluent individuals and families. Katherine Newton, who has over 30 years of experience, runs Waite Financial and aims to ensure her clients' goals and dreams are honored and protected. She works closely with clients on a variety of issues, including retirement planning, tax planning, estate planning, and business transitions. Her goal is to design customized plans to help clients achieve their dreams while avoiding risks. Waite Financial offers objective advice, transparency, and a team approach to meet all of a client's financial needs.
The Science of Multi-Factor Investing
Gerstein Fisher’s new video about Multi-Factor® investing takes viewers through a brief history of factor-based investing and explains Gerstein Fisher’s own Multi-Factor® approach in easy-to-understand terms, reflecting our commitment to investor education and transparency of process.
Presentation
Traditional VC and SME Investment Bank differ in how investment opportunities are filtered and presented. With traditional VC, a fund manager filters opportunities to meet return goals defined in the fund. With SME Investment Bank, it acts as a marketplace where entrepreneurs can present proposals directly to a network of investors, allowing each investor to evaluate opportunities based on their own risk assessments and return expectations.
Alimentos transgénicos
Este documento discute los alimentos transgénicos y sus efectos en la salud. Explica que los alimentos transgénicos son aquellos que han sido modificados genéticamente para obtener beneficios en el consumo humano mediante el cambio de las cadenas de genes. Además, destaca algunas ventajas como una mayor resistencia a condiciones ambientales, pero también riesgos potenciales como posibles mutaciones y pérdida de nutrientes. El propósito del documento es que los estudiantes entiendan los riesgos de consumir est
Light and Color
This document provides resources for teaching a unit on light and color to grades 4-5. It includes blogs, podcasts, instructional videos, websites, books, experiments and worksheets that explain how light interacts with objects to produce the colors we see. Interactive tools like blogs, videos and online games help students understand concepts like reflection, absorption, rainbow formation and color mixing in a hands-on way. The sources listed are from reputable educational organizations and can support teaching about light, optics, clouds and how animals perceive color.
Jane
O documento discute como uma profissão busca explicar e intervir na realidade definindo sua direção social, analisando aspectos ético-políticos, teórico-metodológicos e técnico-operativos. Estes aspectos são influenciados pelo contexto histórico-social. O documento também discute como entender a origem e evolução histórica de uma profissão.
Nydia Carolina- 3 A
Este documento discute un problema de física sobre impulso y momento. Se asume que una pelota de 0.20 kg está en reposo cuando recibe un impulso. Dado que el impulso aplicado fue de 0.24 kg-m/s durante 0.80 segundos, el documento calcula que la velocidad final de la pelota será de 1.2 m/s.
Joseph - Hector 2 A y 6 A
El primer problema trata sobre una masa de 0.2 kg que recibe un impulso de 24 Ns. Se calcula que su velocidad final será de 120 m/s. El segundo problema involucra dos bolas que colisionan, de masas 0.1 kg y 0.04 kg, con velocidades iniciales de 20 cm/s y 10 cm/s respectivamente. Se busca la velocidad final de la bola más liviana, la cual es de 22.5 cm/s.
Trip attraction rate
Establishment of any new development generates additional trips that may have negative effects on the existing traffic network. To assess the impact of the development traffic on the transport network and to identify reasonable solutions Traffic Impact Assessment (TIA) is performed. In the absence of sophisticated travel demand model TIA is carried out manually. In manual process, total trip generated from the development site is estimated by multiplying the trip rate with the development size. In this process the task can be completed very easily, but the accuracy of the calculation depends on the reliability of the trip rates used in the calculation. As Bangladesh does not have standard trip rates, TIA is generally performed by using trip rates obtained from the Institute of Transportation Engineers’ “Trip Generation” report, which is ideal for Western countries. In this research, trip rates of shopping centers in Dhaka city are estimated.This study conducts only for trip attraction rates of shopping centers having different sizes and located at different places (Dhanmondi, Gulshan and Siddheswari) in Dhaka city. In order to do so number of persons and vehicles entering the shopping centers in every fifteen minutes interval during peak periods are counted then converted for an hour. From the survey data, it is found that the trip attraction rates of small shopping centers are much higher than that of medium size shopping centers. Macroscopic model is also developed from the survey data. The macroscopic modelrelates the attraction rates of the shopping centers as a function of the physical features such as gross floor area, number of car parking, number of shops and availability of restaurants(available or not) in the shopping centers.
Carlos Y Rafael Problema 8 A
Se le pide calcular el trabajo realizado para acelerar un auto de 1,000 kg de 25 m/s a 35 m/s a una aceleración de 1.25 m/s^2, y calcular la potencia del motor en kW. El documento proporciona la solución: la potencia del motor es de 12.5 kW.
Dulce Problema 5 A
Una bomba de agua levanta 35 litros de agua desde una profundidad de 110 metros. Usando las fórmulas de fuerza, masa, aceleración, trabajo y potencia, se calcula que la potencia de la bomba es de 0.63 kW.
Key Work Experiences
The document summarizes the key work experiences of an individual with experience conducting offshore geophysical surveys for various wind farm and cable route projects. They have served as party chief and processing geophysicist on surveys in the UK and abroad, acquiring and interpreting data from equipment such as side scan sonar, sub-bottom profiler, magnetometer, and parametric echosounder to inspect cable routes and offshore structures. Their roles have involved tasks like acquisition, processing, quality control and interpretation of geophysical data to assess conditions like potential cable exposures, unexploded ordnances, and depth of burial.
Event
Carlos is planning a software developers meeting that will take place on March 2nd at 10:00 AM at San souce port. He needs to form a team to prepare for the event by putting up signs, sending announcements, setting up audio/visual equipment, and inviting speakers. During the event, the team will hand out agendas, seat people, introduce guests, and allow Carlos to conclude with parting words.
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal Federal
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal FederalInstituto Brasileiro do Crisotila
O documento descreve o Projeto Asbesto, o mais abrangente estudo epidemiológico sobre os efeitos da exposição ao asbesto na mineração no Brasil. O projeto avaliou mais de 4 mil trabalhadores expostos entre 1940-2010 em duas fases, e encontrou redução significativa de doenças relacionadas ao asbesto após medidas de proteção em 1980, devido à exposição apenas ao crisotila em baixas concentrações.Cargile Investment Management
Cargile Investment Management is a financial advisory firm based in Midland, Texas that offers Wall Street-caliber services with a personal approach. They use their expertise to help clients navigate complex financial decisions and manage their wealth. Cargile provides comprehensive investment advice, financial planning, insurance advice, and other services to help clients achieve their long-term goals. As an independent firm, they make recommendations based on their in-house research and knowledge of financial markets while keeping clients' best interests in mind.
Altavista BROCHURE booklet May2014
Altavista Wealth Management provides comprehensive wealth management services through an SEC registered investment advisory firm and trust services in association with a nationally chartered bank. They offer personalized financial planning, portfolio management, and trust administration. Their goal is to help clients achieve their financial objectives through customized strategies while maintaining independence and unbiased advice.
Crescendo Wealth Brochure
At Crescendo Wealth Advisors, they regard investment management as both an art and a science. They build customized investment strategies for clients by first understanding each client's unique goals, risk tolerance, and financial situation. Their strategies utilize strategic asset allocation across different asset classes and securities in order to reduce risk and increase the likelihood of achieving the client's investment objectives. They distinguish themselves from other firms by being an independent, fee-based advisor without conflicts of interest from proprietary products or commissions.
NIMED Profile New
Nimed Capital Limited is an investment banking firm established by experienced industry professionals. It provides investment management and advisory services, as well as corporate finance services. It manages funds for individuals, institutions, and pension funds. It also engages in corporate restructuring, financial restructuring, and capital raising. The company aims to generate superior risk-adjusted returns for clients and deliver innovative solutions to meet clients' financial needs. It is led by a team of professionals with extensive experience in banking, finance, and investment management.
L&S Advisors Overview
This document provides information about L&S Advisors, Inc., an investment counseling firm. It summarizes the firm's services and investment philosophy. L&S Advisors offers active portfolio management aimed at delivering absolute returns. They manage risk over market performance and believe this approach can achieve greater success for clients. The firm is focused on fiduciary responsibility, asset protection, and positive returns in any market condition.
One Charles Private Wealth Making and Impact
One Charles Private Wealth (OCPW) is a full service nationally recognized wealth management firm positively impacting our clients. We integrate a client’s whole life focusing on wealth protection and conscious planning to create sustainable solutions. OCPW provides long-term financial well-being for individuals, business - both philanthropic and for-profit, and financial advisors. Through our Circle of Care, we provide solutions around estate planning, investments, banking, and insurance. OCPW is an independent SEC-registered investment advisory firm, headquartered in Hingham, MA. For more information visit our website OneCharlesPW.com or call 617-337-4206.
MSM Presentation
MSM Investment Advisors provides wealth management services for global families, including investment advisory, fiduciary, and corporate advisory services. They partner with other professional advisors and have a network of preferred partners that provide asset management, advisory, and real estate services. The team has over 60 years of combined experience in private banking, portfolio management, and alternative investments. MSM manages over $250 million in assets and provides discretionary portfolio management, advisory services, proprietary investment products, and assistance identifying co-investment opportunities. Their process involves collaboratively agreeing on clear deliverables and accountability measures with clients.
Toledo Multi Family Office, Zurich Switzerland
Toledo is an owner-managed, multi-family office. We believe that every wealthy family must have an independent and
professional advisor.
Since its inception, TOLEDO, true to traditional principles
and aims, has committed to be: conservative, solid and trustworthy.
More Related Content
Viewers also liked
Alimentos transgénicos
Este documento discute los alimentos transgénicos y sus efectos en la salud. Explica que los alimentos transgénicos son aquellos que han sido modificados genéticamente para obtener beneficios en el consumo humano mediante el cambio de las cadenas de genes. Además, destaca algunas ventajas como una mayor resistencia a condiciones ambientales, pero también riesgos potenciales como posibles mutaciones y pérdida de nutrientes. El propósito del documento es que los estudiantes entiendan los riesgos de consumir est
Light and Color
This document provides resources for teaching a unit on light and color to grades 4-5. It includes blogs, podcasts, instructional videos, websites, books, experiments and worksheets that explain how light interacts with objects to produce the colors we see. Interactive tools like blogs, videos and online games help students understand concepts like reflection, absorption, rainbow formation and color mixing in a hands-on way. The sources listed are from reputable educational organizations and can support teaching about light, optics, clouds and how animals perceive color.
Jane
O documento discute como uma profissão busca explicar e intervir na realidade definindo sua direção social, analisando aspectos ético-políticos, teórico-metodológicos e técnico-operativos. Estes aspectos são influenciados pelo contexto histórico-social. O documento também discute como entender a origem e evolução histórica de uma profissão.
Nydia Carolina- 3 A
Este documento discute un problema de física sobre impulso y momento. Se asume que una pelota de 0.20 kg está en reposo cuando recibe un impulso. Dado que el impulso aplicado fue de 0.24 kg-m/s durante 0.80 segundos, el documento calcula que la velocidad final de la pelota será de 1.2 m/s.
Joseph - Hector 2 A y 6 A
El primer problema trata sobre una masa de 0.2 kg que recibe un impulso de 24 Ns. Se calcula que su velocidad final será de 120 m/s. El segundo problema involucra dos bolas que colisionan, de masas 0.1 kg y 0.04 kg, con velocidades iniciales de 20 cm/s y 10 cm/s respectivamente. Se busca la velocidad final de la bola más liviana, la cual es de 22.5 cm/s.
Trip attraction rate
Establishment of any new development generates additional trips that may have negative effects on the existing traffic network. To assess the impact of the development traffic on the transport network and to identify reasonable solutions Traffic Impact Assessment (TIA) is performed. In the absence of sophisticated travel demand model TIA is carried out manually. In manual process, total trip generated from the development site is estimated by multiplying the trip rate with the development size. In this process the task can be completed very easily, but the accuracy of the calculation depends on the reliability of the trip rates used in the calculation. As Bangladesh does not have standard trip rates, TIA is generally performed by using trip rates obtained from the Institute of Transportation Engineers’ “Trip Generation” report, which is ideal for Western countries. In this research, trip rates of shopping centers in Dhaka city are estimated.This study conducts only for trip attraction rates of shopping centers having different sizes and located at different places (Dhanmondi, Gulshan and Siddheswari) in Dhaka city. In order to do so number of persons and vehicles entering the shopping centers in every fifteen minutes interval during peak periods are counted then converted for an hour. From the survey data, it is found that the trip attraction rates of small shopping centers are much higher than that of medium size shopping centers. Macroscopic model is also developed from the survey data. The macroscopic modelrelates the attraction rates of the shopping centers as a function of the physical features such as gross floor area, number of car parking, number of shops and availability of restaurants(available or not) in the shopping centers.
Carlos Y Rafael Problema 8 A
Se le pide calcular el trabajo realizado para acelerar un auto de 1,000 kg de 25 m/s a 35 m/s a una aceleración de 1.25 m/s^2, y calcular la potencia del motor en kW. El documento proporciona la solución: la potencia del motor es de 12.5 kW.
Dulce Problema 5 A
Una bomba de agua levanta 35 litros de agua desde una profundidad de 110 metros. Usando las fórmulas de fuerza, masa, aceleración, trabajo y potencia, se calcula que la potencia de la bomba es de 0.63 kW.
Key Work Experiences
The document summarizes the key work experiences of an individual with experience conducting offshore geophysical surveys for various wind farm and cable route projects. They have served as party chief and processing geophysicist on surveys in the UK and abroad, acquiring and interpreting data from equipment such as side scan sonar, sub-bottom profiler, magnetometer, and parametric echosounder to inspect cable routes and offshore structures. Their roles have involved tasks like acquisition, processing, quality control and interpretation of geophysical data to assess conditions like potential cable exposures, unexploded ordnances, and depth of burial.
Event
Carlos is planning a software developers meeting that will take place on March 2nd at 10:00 AM at San souce port. He needs to form a team to prepare for the event by putting up signs, sending announcements, setting up audio/visual equipment, and inviting speakers. During the event, the team will hand out agendas, seat people, introduce guests, and allow Carlos to conclude with parting words.
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal Federal
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal FederalInstituto Brasileiro do Crisotila
O documento descreve o Projeto Asbesto, o mais abrangente estudo epidemiológico sobre os efeitos da exposição ao asbesto na mineração no Brasil. O projeto avaliou mais de 4 mil trabalhadores expostos entre 1940-2010 em duas fases, e encontrou redução significativa de doenças relacionadas ao asbesto após medidas de proteção em 1980, devido à exposição apenas ao crisotila em baixas concentrações.Viewers also liked (14)
Tongkat Ali ist ein Bittereschengewächs. Neben dieser volkstümlichen Benennun...
Tongkat Ali ist ein Bittereschengewächs. Neben dieser volkstümlichen Benennun...
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal Federal
STF - Audiência Pública do Amianto - 24/08/2012 - Supremo Tribunal Federal
Similar to Seven_Summits_Capital-05
Cargile Investment Management
Cargile Investment Management is a financial advisory firm based in Midland, Texas that offers Wall Street-caliber services with a personal approach. They use their expertise to help clients navigate complex financial decisions and manage their wealth. Cargile provides comprehensive investment advice, financial planning, insurance advice, and other services to help clients achieve their long-term goals. As an independent firm, they make recommendations based on their in-house research and knowledge of financial markets while keeping clients' best interests in mind.
Altavista BROCHURE booklet May2014
Altavista Wealth Management provides comprehensive wealth management services through an SEC registered investment advisory firm and trust services in association with a nationally chartered bank. They offer personalized financial planning, portfolio management, and trust administration. Their goal is to help clients achieve their financial objectives through customized strategies while maintaining independence and unbiased advice.
Crescendo Wealth Brochure
At Crescendo Wealth Advisors, they regard investment management as both an art and a science. They build customized investment strategies for clients by first understanding each client's unique goals, risk tolerance, and financial situation. Their strategies utilize strategic asset allocation across different asset classes and securities in order to reduce risk and increase the likelihood of achieving the client's investment objectives. They distinguish themselves from other firms by being an independent, fee-based advisor without conflicts of interest from proprietary products or commissions.
NIMED Profile New
Nimed Capital Limited is an investment banking firm established by experienced industry professionals. It provides investment management and advisory services, as well as corporate finance services. It manages funds for individuals, institutions, and pension funds. It also engages in corporate restructuring, financial restructuring, and capital raising. The company aims to generate superior risk-adjusted returns for clients and deliver innovative solutions to meet clients' financial needs. It is led by a team of professionals with extensive experience in banking, finance, and investment management.
L&S Advisors Overview
This document provides information about L&S Advisors, Inc., an investment counseling firm. It summarizes the firm's services and investment philosophy. L&S Advisors offers active portfolio management aimed at delivering absolute returns. They manage risk over market performance and believe this approach can achieve greater success for clients. The firm is focused on fiduciary responsibility, asset protection, and positive returns in any market condition.
One Charles Private Wealth Making and Impact
One Charles Private Wealth (OCPW) is a full service nationally recognized wealth management firm positively impacting our clients. We integrate a client’s whole life focusing on wealth protection and conscious planning to create sustainable solutions. OCPW provides long-term financial well-being for individuals, business - both philanthropic and for-profit, and financial advisors. Through our Circle of Care, we provide solutions around estate planning, investments, banking, and insurance. OCPW is an independent SEC-registered investment advisory firm, headquartered in Hingham, MA. For more information visit our website OneCharlesPW.com or call 617-337-4206.
MSM Presentation
MSM Investment Advisors provides wealth management services for global families, including investment advisory, fiduciary, and corporate advisory services. They partner with other professional advisors and have a network of preferred partners that provide asset management, advisory, and real estate services. The team has over 60 years of combined experience in private banking, portfolio management, and alternative investments. MSM manages over $250 million in assets and provides discretionary portfolio management, advisory services, proprietary investment products, and assistance identifying co-investment opportunities. Their process involves collaboratively agreeing on clear deliverables and accountability measures with clients.
Toledo Multi Family Office, Zurich Switzerland
Toledo is an owner-managed, multi-family office. We believe that every wealthy family must have an independent and
professional advisor.
Since its inception, TOLEDO, true to traditional principles
and aims, has committed to be: conservative, solid and trustworthy.
Freedom Advisory
This document provides information about Freedom Advisory, LLC, a registered investment advisor. It summarizes their services which include financial planning, investment management, and trusted guidance. They work with individual clients to establish goals and provide unbiased strategies and education to help clients achieve long-term satisfaction. Their work includes independent research, due diligence, and ensuring appropriate investment vehicles, reporting, security and technology. They aim to put clients' best interests first as fiduciaries and provide comprehensive financial advice tailored to each client.
Basics of Investment
The document provides an overview of investment concepts including the meaning of investments, investment objectives, asset classes, factors in investment decisions, the investment process, risk and return, diversification and hedging, and ethical investing. It defines key terms like investments, objectives of investments, asset classes including real and financial investments, the investment process, sources of risk, and how to invest ethically. It also discusses risk and return measurement, diversification and hedging as risk management strategies, and the various sources of risk in investments.
Matar Capital Advisors Corporate Brochure
This document provides an overview of Matar Capital Advisors Ltd., a diversified investment firm headquartered in Tel Aviv, Israel. It discusses the company's mission, philosophy, services, management team, and partnerships. Matar Capital Advisors specializes in corporate finance, strategic advisory, equity partnering and alternative asset management solutions. It has a global presence and extensive relationships that allow it to help clients achieve their financial and strategic goals internationally.
Introduction to Wealth Management Industry by Miles Software
This document provides an overview of wealth management including what it is, who provides services, target audiences, benefits, and how the industry has evolved. Wealth management involves providing financial planning, investment management, retirement planning, and estate planning services to high net worth individuals and others. Services are offered by asset management companies, portfolio management companies, private wealth advisors, and banks. The goals are to completely analyze a client's financial situation, monitor it over time, help build and protect their wealth, and provide expert advice.
gci presentation
This document provides an overview of Independent Holistic Financial Planning, a financial planning firm. It summarizes the firm's mission to preserve clients' wealth and ensure safe retirements. It describes the firm's values of treating clients like family and keeping clients' needs as the top priority. The document also lists the firm's services such as pensions, investments, risk planning, and wills. It introduces the principals and employees of the firm and their backgrounds. Finally, it discusses the firm's asset-liability model approach to retirement planning.
Creating a Brand Identity for Wealth Management
This document provides an overview of Constellation Wealth Advisors, a financial advisory firm that specializes in advising celebrities and athletes. It discusses the challenges athletes face with finances, common mistakes made, and how CWA aims to help clients build sustainable wealth through personalized strategies, sound investments, and comprehensive financial planning and advisory services. The goal is to help clients maximize earnings potential during their careers and maintain financial stability after retirement from sports.
The financial advisor
Individual financial advisory with respect to individual clients has occupied center stage especially due to the attendant effects of the global COVID-19 pandemic. Clients as well as advisors have had to react to these changes.
This is the first part of a two part presentation that will assist advisors/ individual wealth managers anticipate and react/address client management in a customised manner.
Daniel Namey – Proactive Advisor Magazine – Volume 2, Issue 12
Daniel Namey • H. Beck, Inc.
- The (not so) indomitable investor: 9 reasons most investors lack the discipline to succeed by David Wismer
- Can gold maintain momentum?
- Setting client expectations around active management (Carla Zevnik-Seufzer, The Strategic Financial Alliance)
The Financial Advisor.pptx
Wealth Management/ Individual financial advisory with respect to individual clients has occupied center stage especially due to the attendant effects of the global COVID-19 pandemic. Clients as well as advisors have had to react to these changes. This is the first part of a two part presentation that will assist advisors/ individual wealth managers anticipate and react/address client management in a customised manner
Cross border investment & financial planning - building a plan for your life
Cross border investment & financial planning - building a plan for your lifeCardinal Point Wealth Management
We support and advance the goals of our clients through customized wealth and financial planning services, investment policy creation, asset allocation and portfolio management. As a client of Cardinal Point, you can enjoy the assurance that comes with having a team of experienced professionals working with you to build a comprehensive wealth plan that is focused on creating long-term value — and delivered with a personalized approach that is tailored to your needs. www.cardinalpointwealth.comCM Global investment, finance and management corporate profile_feb2013
C&M Global Ventures is a global management consulting and investment firm focused on helping clients achieve their business goals through strategic advice, communication, and building relationships. The document outlines C&M's mission, values, expertise areas including project development, asset management, and business communications. It provides details on C&M's investment process which includes research-driven strategies and rigorous review to identify opportunities and manage risks for clients' long-term success.
Optimum Australian Equities Value Fund - Launch
Optimum Capital Management recently launched the Optimum Australian Equities Value Fund. Now open to investors.
Similar to Seven_Summits_Capital-05 (20)
Introduction to Wealth Management Industry by Miles Software
Introduction to Wealth Management Industry by Miles Software
Daniel Namey – Proactive Advisor Magazine – Volume 2, Issue 12
Daniel Namey – Proactive Advisor Magazine – Volume 2, Issue 12
Cross border investment & financial planning - building a plan for your life
Cross border investment & financial planning - building a plan for your life
CM Global investment, finance and management corporate profile_feb2013
CM Global investment, finance and management corporate profile_feb2013
Seven_Summits_Capital-05
- 1. CUSTOMIZED PORTFOLIO MANAGEMENT & DESIGN • Long-term Orientation • Fundamentally Centered Process • Active Management PUBLIC MARKETS • Equities • Bonds • No-Load Mutual Funds • ETF’s PRIVATE MARKETS • Private Equity • Real Estate • Specialized Debt • Retirement Planning • Long-term Care Insurance • Estate Planning • Legacy/Charitable Giving Strategies • Life-time Income Strategies • Risk Management WEALTH MANAGEMENT "The pleasure of risk is in the control needed to ride it with assurance, so that what appears dangerous to the outsider is, to the participant, simply a matter of intelligence, skill, intuition, coordination... In a word, experience”. –A. ALVEREZ Seven Summits Capital is a local boutique asset management organization that exclusively serves individuals as a fiduciary advisor offering: CONTACT US 717-735-0013 CSTAUFFER@SSUMMITSCAPITAL.COM WWW.SSUMMITSCAPITAL.COM CURT R. STAUFFER PRESIDENT 1853 WILLIAM PENN WAY, SUITE 9 LANCASTER, PA 17601
- 2. EXPERIENCED PORTFOLIO MANAGER, PRIVATE BANKER, CORPORATE LENDER & CREDIT/EQUITY ANALYST. Curt is an entrepreneurial-minded professional who is driven by his passion to deliver high level personalized financial services for the individual investor in a fair and objective manner. • FIDUCIARY APPROACH – Fair, ethical & objective practice. • SIMPLICITY – Reduce the complexity of financial strategies/decisions through transparency & understandable fee structure. • CUSTOMIZATION – Clients deserve more than a cookie-cutter financial advisory practice. • EQUAL ACCESS – Clients of all asset levels deserve equal access to similar expertise and strategies. Our mission at Seven Summits Capital is to maintain our focus on our clients’ unique definition of investment success, while surrounding them with a like-minded team of experts who can meet all of their life-time financial needs. Seven Summits Capital Core Beliefs CURT R. STAUFFER FOUNDER & PRESIDENT NOTICE: Curt R. Stauffer is an Investment Advisory Representative of Coastal Investment Advisors, Inc. Coastal Investment Advisors, Inc. is not affiliated with Seven Summits Capital. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.