Emigrant Partners

Founded in 2017, Principle Wealth Partners is an employee-owned investment manager based in Madison, Connecticut with additional offices in Westport and Old Saybrook. The firm primarily serves high net worth individuals, providing comprehensive wealth management services including retirement planning, investment management, tax planning, estate planning, and financial services.

Novare Capital Management is a privately owned investment management firm.

Moneco Advisors is a financial planning firm based in Fairfield, Connecticut, specializing in a comprehensive range of services including investment management, retirement planning, tax strategies, insurance services, and legacy planning. The company is committed to providing tailored solutions that empower clients to achieve their financial goals and secure their future. Through its focus on wealth synchronization, Moneco Advisors aims to integrate clients' financial strategies to optimize their overall financial wellbeing.

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 and financial services firm based in Sydney, Australia. Established in 2014, it provides advisory and investment services, tax and estate planning, and strategies around investment structures and gearing opportunities for its clients, with assets managed by the firm's executive management team.

Beaird Harris & Co. is a certified public accounting and wealth management firm located in Dallas, Texas, established in 1988. The firm specializes in a range of services including financial statements, payroll tax reporting, budget development, bank and credit card reconciliation, debt management, and bookkeeping. In addition to these accounting services, Beaird Harris offers business consulting, retirement planning, financial planning, and investment management, catering to both individual and business clients. The firm is committed to providing comprehensive financial solutions tailored to the needs of its clients.

Stratos Wealth Partners is an independent investment advisory firm founded in 2008, headquartered in Beachwood, Ohio. It provides personalized wealth management services to individuals and institutions, focusing on public equity and fixed income markets. The firm employs a combination of fundamental and technical analysis for investments.

AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It specializes in providing tailored investment solutions for high net worth individuals, families, charitable organizations, and various institutional clients, including pension plans and corporations. The firm focuses on managing client-specific portfolios and emphasizes a combination of value and growth-oriented investments across public equity, fixed income, and alternative markets globally. With a commitment to personalized wealth management, AUTUS employs fundamental, technical, and cyclical analyses, bolstered by in-house research, to inform its investment strategies. The firm aims to help clients design well-diversified portfolios that effectively respond to diverse market conditions.

Elevation Point is a growth investment firm based in Minneapolis, Minnesota, founded in 2024, offering personalized support and dynamic outsourced chief investment officer services to independent financial advisors.

Elevation Point is a growth investment firm based in Minneapolis, Minnesota, founded in 2024, offering personalized support and dynamic outsourced chief investment officer services to independent financial advisors.