Emigrant Partners

Koda Capital is a wealth management firm based in Sydney, Australia. Established in 2014, the firm provides a comprehensive strategy covering investment structures, tax and gearing opportunities, succession planning, and estate planning services to its clients. The assets are managed by the executive management team.

Beaird Harris & Co. is a certified public accounting and wealth management firm based in Dallas, Texas. Founded in 1988, the firm offers financial statements, payroll tax reporting, budget development, bank reconciliation, credit card reconciliation, debt management and bookkeeping services. Additionally, Beaird Harris provides business consulting, retirement planning, financial planning and investment management services.

Ulrich Investment Consultants offers a broad range of consulting services.

Stratos Wealth Partners Ltd is a privately owned investment management firm based in Ohio, primarily offering services to individuals and high net worth clients. The firm also serves various institutional clients, including banks, pension plans, charitable organizations, and corporations. Stratos Wealth Partners manages customized equity and fixed income portfolios, focusing on the public markets in the United States. The firm employs a blend of fundamental and technical analysis, utilizing both in-house and external research to inform its investment decisions. Founded in November 2008, Stratos Wealth Partners has established a significant presence across multiple locations in Ohio and other states.

AUTUS Asset Management, LLC is a boutique asset management firm dedicated to providing innovative portfolio management solutions based in Scottsdale, AZ. The firm provides personalized wealth management services to high net worth individuals, families, endowments and has expertise in the individual selection of equities and fixed income securities.