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Management Investment Open End in United States

Loomis, Sayles & Company, L.P. photos
Loomis, Sayles & Company, L.P., Boston
Boston / Massachusetts / United States
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Loomis, Sayles & Company offers a range of risk assessment and portfolio management services throughout the world. The company has been serving institutional and mutual fund investors since 1926. It manages more than $107 billion in equity, fixed-income and alternative funds. The company s subsidiary, Loomis Sayles Trust Company, handles over $3 billion in assets. Loomis, Sayles & Company conducts research and financial analysis. It partners with various charitable institutions, such as the Boston Medical Center and Saint Patrick School. The company offers financial advisory and mutual fund investor services. Loomis, Sayles & Company is a wholly owned subsidiary of Natixis Global Asset Management.
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Carbon Energy Corporation photos
Carbon Energy Corporation, Denver
Denver / Colorado / United States
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Strategic Exit Advisors photos
Strategic Exit Advisors, Doylestown
Doylestown / Pennsylvania / United States
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Headquartered in Doylestown and serving clients in Pennsylvania, Delaware, New Jersey and Maryland, Strategic Exit Advisors provides succession planning consulting to business owners, including support for strategic liquidation and mergers/acquisitions. For more information and a complete description of available services, please contact the office at the number listed.

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Mercer Advisors photos
Mercer Advisors, Newport Beach
Newport Beach / California / United States
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Mercer Advisors photos
Mercer Advisors, San Diego
San Diego / California / United States
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Futureadvisor Inc photos
Futureadvisor Inc, Boston
Boston / Massachusetts / United States
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BlackRock is a New York-based provider of worldwide investment management, risk management and advisory services. Founded in 1988, it acquired SSRM Holdings, the holding company of State Street Research & Management Company and State Street Realty, in February 2006. The firm manages stock, bond, real estate and balanced portfolios for both institutional and individual investors. BlackRock manages pension money for many of the largest corporate pension plans in the United States. The company also manages money for unions programs, public pension plans, foundations, endowments and mutual funds for nearly 650,000 shareholder accounts, as well as individually managed accounts for affluent investors. Headquartered in New York, BlackRock maintains offices in Atlanta, Boston, Chicago, Pittsburgh and San Francisco, among others.
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Ubs Financial Services photos
Ubs Financial Services, New York
New York / New York / United States
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UBS Financial Services has expertise in developing investment planning strategies. The company provides a variety of asset and wealth management services for clients throughout the United States. It offers investment advisory and brokerage services for corporate, institutional, intermediary and alternative asset management clients. UBS Financial Services also provides discretionary account management solutions and assists with securities transactions. In addition, the company offers investment research and custody services. It provides portfolio management and managed accounts consultation programs. UBS Financial Services is a subsidiary of UBS, which has expertise in retail and commercial banking services. The parent company offers support solutions for offshore and nonresident accounts.
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Priority Wealth Management, LLC photos
Priority Wealth Management, LLC, New Baltimore
New Baltimore / Michigan / United States
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Financial Advisors in Chesterfield, Michigan. A range of investment products insurance products and Advisory Services offered through LPL Financial Member FINRA/SIPC www.finra.org and www.sipc.org Our team of financial professionals can help you address: -Investing principles and strategies -Retirement investing and distribution strategies -Estate conservation issues -Risk management
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Primerica photos
Primerica, Duluth
Duluth / Georgia / United States
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Primerica Inc. is a global financial enterprise with more than 100,000 licensed independent representatives. The company was established in 1977 to help families eliminate debt and save money for the future. It encourages clients to purchase affordable term life insurance and additionally invest in mutual funds, variable annuities, retirement savings vehicles and programs to fund education expenses. Primerica Inc. offers debt consolidation loans, mortgages, long-term care insurance and prepaid legal services. The company serves in excess of 6 million clients in the United States, Canada, Puerto Rico and Spain. It is a subsidiary of Citigroup, one of the leading global financial services organizations that also operates such businesses as Citibank and CitiFinancial. Primerica Inc. is headquartered in Duluth, Ga.
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Mission Wealth photos
Mission Wealth, Dallas
Dallas / Texas / United States
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Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve Dallas, Texas metro area clients from our office in the Main Street District of historic downtown Dallas. Our services include financial planning, investment management, estate planning, risk management and tax optimization. We specialize in helping retirees, independent women, professionals and business owners maximize their financial wealth and security.
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Maximum Accounting and Tax Services photos
Maximum Accounting and Tax Services, Charlotte
Charlotte / North Carolina / United States
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Family Legacy photos
Family Legacy, Greenville
Greenville / South Carolina / United States
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Mercer Advisors photos
Mercer Advisors, Santa Barbara
Santa Barbara / California / United States
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Mercer Advisors photos
Mercer Advisors, Bellevue
Bellevue / Washington / United States
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AB Capital photos
AB Capital, Newport Beach
Newport Beach / California / United States
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Mercer Advisors photos
Mercer Advisors, Sherman Oaks
Sherman Oaks / California / United States
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Eaton Vance photos
Eaton Vance, Boston
Boston / Massachusetts / United States
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Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The Company’s long record of providing exemplary service, timely innovation and attractive returns through a variety of market conditions has made Eaton Vance the investment manager of choice for many of today’s most discerning investors.
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Mercer Advisors photos
Mercer Advisors, Schaumburg
Schaumburg / Illinois / United States
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Merrill Lynch photos
Merrill Lynch, New York
New York / New York / United States
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Merrill Lynch & Co. specializes in wealth management, investment banking, capital markets and advisory services. The company trades and underwrites securities and derivatives throughout a broad range of asset classes. It features expertise in debt and equity instruments. Merrill Lynch & Co. serves as a strategic advisor to various corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, the company manages more than $500 billion dollars of assets. John Thain was named chief executive officer of Merrill Lynch in December 2007. It has offices in nearly 40 countries and territories. Merrill Lynch & Co. was founded in 1914 and is headquartered in New York.
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Dragon Financial Group photos
Dragon Financial Group, San Mateo
San Mateo / California / United States
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