Emigrant Partners

Principle Wealth Partners LLC is an employee-owned investment advisory firm founded in 2017 and based in Madison, Connecticut, with additional offices in Westport and Old Saybrook. The firm primarily serves high net worth individuals, pension plans, profit-sharing plans, and corporations. It specializes in retirement planning, investment management, tax and estate planning, and a range of financial services. Using fundamental analysis, Principle Wealth Partners focuses on investments in the public equity market, with asset management led by an experienced executive team.

Novare Capital Management is a privately owned investment management.

Moneco Advisors, based in Fairfield, Connecticut, offers a range of financial planning services that include investment management, retirement planning, tax strategies, insurance services, and legacy planning. The firm focuses on providing customized solutions designed to help clients meet their financial objectives and ensure their long-term security. By addressing various aspects of wealth management, Moneco Advisors aims to support individuals and families in navigating their financial journeys effectively.

Dakota Wealth Management is an investment management firm that provides independent services tailored to high-net-worth individuals, families, and institutions. The company specializes in offering customized investment strategies alongside comprehensive financial, tax, and estate planning. By focusing on the unique needs of each client, Dakota Wealth Management aims to facilitate successful wealth management experiences and help clients achieve their financial goals.

F.L. Putnam Investment Management is an advisory firm that offers a range of services in investment management, financial planning, and retirement solutions. The company primarily serves high-net-worth clients and institutions, including endowments and foundations. F.L. Putnam specializes in various aspects of wealth management, including investment strategy, portfolio management, and ESG investing. By providing tailored financial consulting services, the firm assists clients in making informed decisions about their financial futures.

Koda Capital is a wealth management firm based in Sydney, Australia, established in 2014. The company specializes in providing a range of financial services, including advisory, tax, and investment solutions. Koda Capital develops comprehensive strategies that encompass investment structures, tax planning, gearing opportunities, succession planning, and estate planning. Its executive management team oversees the management of assets, ensuring tailored solutions for its clients' financial needs.

Beaird Harris & Co. is a certified public accounting and wealth management firm located in Dallas, Texas. Founded in 1988, the firm specializes in a range of financial services, including wealth management and taxation. It offers various services such as financial statement preparation, payroll tax reporting, budget development, bank and credit card reconciliation, debt management, and bookkeeping. Furthermore, Beaird Harris provides business consulting, retirement planning, financial planning, and investment management services, catering to the diverse financial needs of its clients.

Stratos Wealth Partners is a privately owned investment management firm based in Beachwood, Ohio, with additional locations across multiple states. Established in November 2008, the firm primarily serves individuals and high-net-worth clients, as well as banking institutions, charitable organizations, and corporations. Stratos Wealth Partners manages separate client-focused equity and fixed income portfolios, investing in the public equity and fixed income markets of the United States. The firm employs a blend of fundamental and technical analysis, utilizing both in-house and external research to inform its investment strategies. Stratos Wealth Partners is committed to providing a personalized wealth management experience, emphasizing concierge-level service to enhance the financial and investment management process for its clients.

AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It primarily serves high net worth individuals and families, as well as charitable organizations, pension and profit-sharing plans, and corporations. The firm specializes in managing personalized investment portfolios and offers a range of services, including portfolio management and retirement planning. AUTUS invests in public equity, fixed income, and alternative investments worldwide, focusing on both value and growth-oriented securities. Utilizing a combination of fundamental, technical, and cyclical analyses, the firm conducts in-house research to inform its investment strategies and create diversified portfolios tailored to meet clients' unique financial goals.

Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.

Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.