Alternative investment strategies in Connecticut
16 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Drake Capital Advisors LLC
● ClosedDrake Capital Advisors LLC, located at 1 Fawcett Place in Greenwich, Connecticut, is a finance institution with a performance-driven approach backed by decades of experience. Committed to partnership, alignment, transparency, and diligence, they specialize in uncovering compelling investments while managing downside risk. Founded in 2001, Drake Capital is an independently owned investment management firm dedicated to furthering clients' long-term objectives through investments in alternative assets. With decades of experience investing globally with value-added managers, they offer a principled and opportunistic investment approach. Their commitment to responsible stewardship and network of exceptional fund managers sets them apart. Drake Capital provides performance-driven investment solutions focused on hedge funds and alternative investments suitable for a range of discerning investors. They offer pooled investment vehicles for immediate access to core strategies and world-class managers, as well as custom portfolios tailored to meet specific investment requirements and risk/reward goals.
1 Fawcett Pl # 140, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Thomas G. Raymond
● ClosedMerrill Lynch Financial Advisor Thomas G. Raymond, located at 2 Pickwick Plaza in Greenwich, Connecticut, United States, is dedicated to helping wealthy families, individuals, and senior executives manage their investments and finances in a prudent and cohesive manner. With over 32 years of experience in the investment management industry, Thomas and his team provide customized and cost-effective strategies tailored to each client's unique needs. By drawing on Merrill's global resources, they offer services such as investment advice, discretionary investment management, municipal bond management, private equity, alternative investments, trust, and estate planning. The team at The Raymond Group is committed to providing personalized, holistic, and client-centric wealth management services to help clients achieve their financial goals and priorities. With a focus on building strong client relationships based on trust and personalized service, Thomas Raymond and his team strive to help clients navigate the complexities of their financial lives and stay on track towards achieving their objectives.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Sound Fund Advisors
● OpenSound Fund Advisors is a team of experienced directors based in Darien, Connecticut, United States. We work closely with hedge funds and leading asset managers to provide institutional quality fund governance. Our directors have extensive experience in a variety of alternative investment strategies in both onshore and offshore jurisdictions, including the Cayman Islands, BVI, Bermuda, and Ireland. We have been vetted and supported by some of the largest global allocators and consultants in the industry. At SFA, we manage our capacity carefully to ensure we are available for our clients, especially during periods of market stress. We are committed to conflict mitigation and ensuring true independence in our governance roles.
30 Old Kings Hwy S, Darien, CT 06820, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a reputable finance institution located at 100 Mill Plain Road in Danbury, Connecticut, United States. With a strong presence in the financial industry, Oppenheimer & Co. Inc. offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or capital markets services, Oppenheimer & Co. Inc. is committed to delivering exceptional results and building long-lasting relationships with their clients.
100 Mill Plain Rd 2nd floor, Danbury, CT 06811, United States -
Samuel Wilson
● OpenSamuel Wilson is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut, United States. Our team is dedicated to providing personalized solutions to meet the unique needs of each client at every stage of wealth. We offer expert guidance to empower your decision-making and seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. With bespoke investment strategies aligned to your financial objectives, we provide access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to various trusts and we offer fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by experienced professionals, our team is committed to providing objective, holistic, and relevant advice to help you achieve your financial goals. Visit us at Samuel Wilson for a comprehensive suite of solutions for holistic financial planning for individuals and institutions.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States -
The Eder Group
● OpenThe Eder Group is a finance institution located at 8 Sound Shore Drive, Greenwich, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client at every stage of wealth, providing bespoke investment strategies and expert guidance. We offer a comprehensive suite of solutions for holistic financial planning for individuals and institutions, including trust management and fiduciary oversight. Our clients gain access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences through our Rockefeller Lifestyle Advisory partners. Led by your private advisor, our team is here to help you achieve your financial objectives and create a legacy for yourself and your family. With a focus on understanding your individual goals, we develop customized wealth management solutions to maximize your success.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor G. Robin Wells
● ClosedMerrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
2 Pine St, New Canaan, CT 06840, United States -
William Christian
● OpenWilliam Christian is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client and providing personalized solutions throughout every stage of wealth. We offer expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies cater to your unique financial objectives, offering access to a diverse range of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to help you navigate your financial journey.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States -
The Eder Group
● OpenThe Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning. Our team offers tailored solutions to meet the dynamic needs of each client at every stage of wealth accumulation. With locations in Stamford and Greenwich, we empower decision-making with expert guidance, providing seamless financial management for families and individuals. Our network of professionals delivers a full suite of financial solutions to ensure stability for today and future generations. From intelligent community investments to bespoke strategies aligned with financial objectives, we offer a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a comprehensive financial plan designed to grow with you. Our services cater to various trusts and include fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Eder Group is committed to understanding individual objectives and developing customized wealth management solutions. With a focus on interpreting data differently and maximizing success through innovative strategies, we strive to help clients achieve their financial goals and leave a lasting legacy for generations to come.
100 First Stamford Pl # 201, Stamford, CT 06902, United States -
David Eder
● OpenDavid Eder is a prestigious finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our dedicated team is committed to meeting the unique and dynamic needs of each client, providing tailored solutions at every stage of wealth accumulation. With additional locations in Greenwich, CT, we offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. At David Eder, we believe in creating bespoke investment strategies aligned with your financial objectives, offering access to a diverse range of traditional and alternative investment opportunities. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as specialized trust management solutions.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States -
Merrill Lynch Private Wealth Advisor Joshua Carter
● OpenMerrill Lynch Private Wealth Advisor Joshua Carter, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead. The team at Merrill Lynch, including The ERDMANN GROUP - Erdmann, Giannetti, Brookfield, Carpentieri, is committed to putting clients first and offering personalized service tailored to individual needs. With a focus on meaningful conversations, customized strategies, and proactive ideas, the advisors at Merrill Lynch strive to provide the ultimate client experience. The institution is proud to have advisors recognized on prestigious lists such as Forbes "America's Top Wealth Advisors" and Barron's "Top 1,200 Financial Advisors: State-By-State." Merrill Lynch offers a range of services, including asset allocation, alternative investments, and access to banking products and services provided by Bank of America, N.A. Clients can trust in the expertise of the Merrill Lynch team, who do not provide legal, tax, or accounting advice, but recommend consulting with appropriate advisors before making financial decisions. With a focus on client service and a commitment to excellence, Merrill Lynch Private Wealth Advisor Joshua Carter is dedicated to helping clients achieve their financial goals.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Tammi Lauder
● OpenTammi Lauder, located at 300 First Stamford Place in Stamford, Connecticut, is a finance institution dedicated to helping clients navigate the complexities of wealth management. Our team is committed to providing tailored solutions to meet the unique needs of each individual or family, ensuring stability for today and the future. From expert guidance to seamless financial management, we offer a comprehensive suite of services for holistic financial planning. Our bespoke investment strategies, aligned with your financial objectives, provide access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective and relevant advice. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. At Tammi Lauder, we are confidantes, counselors, and navigators dedicated to managing the complexities of family and wealth.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States -
Merrill Lynch Private Wealth Advisor David A. Rabideau
● OpenMerrill Lynch Private Wealth Advisor David A. Rabideau is a prestigious finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a focus on providing personalized attention to a limited number of wealthy individuals and families, our team of private wealth advisors is dedicated to helping you achieve your financial goals. We offer industry-leading research and expert analysis to help you stay ahead and provide wealth management solutions tailored to your unique needs. Our team combines experience and understanding with the capabilities of a global institution to address your priorities. From banking products and services to alternative investments, we offer strategies designed to help you achieve your goals and secure your financial future. With Merrill Private Wealth Management, you have access to services and resources typically reserved for large institutions, allowing us to create personalized strategies centered on your goals. Your dedicated team of specialists is committed to working in your best interests and providing goals-based financial strategies to meet your evolving needs. Contact us today to learn more about how we can help you live your best financial life.
2 Pickwick Plaza 3rd Floor, Greenwich, CT 06830, United States -
John Horton
● OpenJohn Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States -
Hassan Group
● OpenHassan Group is a finance institution located at 300 First Stamford Place, Stamford, Connecticut, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges, and offering an elevated level of service. We empower decision making with expert guidance, offering seamless financial management for families and individuals. Our network delivers a full suite of financial solutions to ensure stability for today and the future. We offer bespoke investment strategies aligned with your financial objectives, giving access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of various kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. The Hassan Group aims to serve you and your family as confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States -
Richard Hassan
● OpenRichard Hassan is a finance institution located at 300 First Stamford Place in Stamford, Connecticut, United States. Our team is dedicated to empowering your decision-making with expert guidance, providing seamless financial management for your family and future, and ensuring stability for today and generations to come. We offer bespoke investment strategies tailored to your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Our services cater to individuals and institutions, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. As confidantes, counselors, and navigators, we are committed to managing the complexities of family and wealth for our clients. Additionally, we provide access to exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners. At Richard Hassan, our mission is to serve you and your family, helping you achieve your financial goals and leave a lasting legacy.
300 First Stamford Pl Suite 230, Stamford, CT 06902, United States
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos