Rosemont Partners I

Northside Capital Management is a wealth management firm located in Hood River, Oregon, established in 1996. The firm specializes in creating sophisticated investment portfolios that incorporate value-added strategies and securities. It offers a range of services, including financial planning, portfolio management, and investment advisory, catering to a diverse clientele that consists of taxable institutions, family offices, foundations, trusts and estates, as well as high-net-worth individuals. The assets under management are overseen by an experienced executive management team, and Northside Capital Management is a registered investment adviser.

Landmark Management is a wealth management firm that specializes in providing investment advisory services to a select group of high-net-worth individuals and families. The company focuses on delivering personalized investment management, accounting, and tax preparation services to help clients achieve their long-term financial goals. By maintaining a limited client base, Landmark Management ensures a tailored approach that addresses the unique needs and preferences of each client.

Veris Wealth Partners is an independent wealth management firm established in 2007, with offices in San Francisco, New York, and Portsmouth. It specializes in sustainable and impact investing, serving high-net-worth individuals, families, nonprofits, and foundations. As a registered investment advisory firm, Veris Wealth Partners focuses on aligning clients' financial goals with their values, believing that superior investment performance and positive societal impact can coexist. The firm offers a range of services, including portfolio management, investment policy development, and financial consulting, while emphasizing exceptional risk management and client service. Veris Wealth Partners is committed to helping clients make meaningful contributions to society through their investments, reflecting their core belief that sustainability matters in shaping the future.

Wilbanks Smith & Thomas is a privately owned asset management firm based in Virginia, recognized for its independent and unbiased wealth management services. The firm manages over $2 billion in assets for a diverse clientele that includes individuals, trust departments, retirement plans, foundations, and endowments. With more than 20 years of experience, Wilbanks Smith & Thomas focuses on providing customized investment advisory and capital management solutions. The firm emphasizes a disciplined approach to investing, offering tailored portfolios that bridge protection and growth through risk-managed exchange-traded fund strategies. Its commitment to understanding market dynamics and delivering personalized service positions it as a reputable choice for clients seeking long-term financial success.

AdvisorPort is an investment consulting platform that offers a comprehensive suite of services aimed at automating essential advisory functions for financial advisors and brokers. The platform enables the management of various investment vehicles, including separate accounts, mutual funds, and brokerage accounts. By providing a fully integrated and competitively priced solution, AdvisorPort allows users to customize their advisory services effectively, streamlining their operations and enhancing efficiency in investment management.