Rosemont Partners I

Northside Capital Management is a wealth management firm located in Hood River, Oregon, founded 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 services. Its diverse clientele comprises taxable institutions, family offices, foundations, trusts and estates, as well as high-net-worth individuals. The firm is a Registered Investment Adviser, with asset management overseen by its executive management team.

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 New York, San Francisco, and Portsmouth. The firm specializes in sustainable and impact investing, catering to high-net-worth individuals, families, nonprofits, and foundations. Veris combines traditional and sustainable investment strategies to help clients achieve their financial goals while managing risk effectively. Their services include financial consulting, portfolio management, investment policy development, and cash management. The firm is committed to aligning clients' wealth with their values, believing that superior investment performance can coexist with positive societal impact. Veris advocates for sustainability, emphasizing that responsible practices will shape 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.