Emigrant Partners

Principle Wealth Partners LLC is an employee-owned investment advisor firm based in Madison, Connecticut, with additional offices in Westport and Old Saybrook, Connecticut. Founded in 2017, the firm specializes in providing a range of financial services, including retirement planning, investment management, tax, and estate planning. It primarily serves high net worth individuals, pension and profit-sharing plans, as well as corporations and other businesses. The firm employs fundamental analysis to guide its investment strategies, focusing on the public equity market to meet the diverse financial needs of its clients.

Novare Capital Management is a privately owned investment management.

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 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, 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 a private, Ohio-based investment management firm that caters to a diverse range of clients, including individuals, high net worth individuals, institutions, and businesses. The company offers personalized wealth management services, combining fundamental and technical analysis to invest in U.S. public equity and fixed income markets. In addition to investment management, Stratos provides comprehensive financial planning services, including retirement and estate planning, tax strategy, insurance, and legacy planning. The firm operates through multiple offices across the United States, employing a team of advisors dedicated to delivering a concierge-level service experience.

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 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.