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TOP 30 Capital investments in Virginia
177 results found
Search for local businesses, places and services near you
Yorktown Management & Research
Yorktown Management & Research is a finance institution located at 2303 Yorktown Avenue in Lynchburg, Virginia, United States. Specializing in asset management, Yorktown Funds is dedicated to helping clients navigate their financial futures. With a focus on preserving capital and seeking income, the institution offers a range of portfolios including Short Term Bond Fund, Multi-Sector Bond Fund, Growth Fund, and Small Cap Fund. The team at Yorktown Management & Research believes in direct communication between advisors and portfolio managers to build trust and provide personalized support. As an employee-owned firm, they have a long-term, relationship-driven focus to ensure the best possible outcomes for their clients.
Merrill Lynch Financial Advisor Michael P Reyes
Merrill Lynch Financial Advisor Michael P Reyes is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. They offer investment insights from Merrill Lynch along with banking convenience and lending solutions from Bank of America. Michael Reyes, as a trusted advisor, works with families, retirees, corporate executives, business owners, and professionals to help them navigate wealth accumulation, capital preservation, income planning, and family/legacy planning. With a client-centered approach, Michael focuses on understanding his clients' priorities in order to provide a tailored wealth strategy. With over 20 years of experience in the financial services industry, Michael has worked with companies, executives, entrepreneurs, and venture capitalists on various financial transactions. He is dedicated to providing comprehensive solutions for his clients' financial and wealth management needs. By leveraging the resources of Merrill and Bank of America, Michael helps clients develop personalized plans to achieve their financial goals. Whether it's planning for future expenses, college education, or passing wealth to future generations, Michael works with clients to create a customized approach to address their financial needs. Through ongoing conversations and reviews, Michael helps clients adjust their financial approach to reflect changes in their lives and the market. With a focus on personalized service and premier customer care, Michael is committed to helping clients achieve their financial goals.
Concord Asset Management
Concord Asset Management, located at 5309 Commonwealth Centre Parkway in Midlothian, Virginia, is a finance institution that offers personalized and cost-effective investment management services. With a focus on wealth creation and financial security, Concord Asset Management has developed proprietary strategies through a proven diligence process. They do not sell or share client information, ensuring privacy and confidentiality. As the internal asset management team of Concord Wealth Partners, Concord Asset Management provides comprehensive portfolio solutions tailored to each client's unique needs, goals, and risk tolerance. Their bespoke tax strategies aim to maximize after-tax performance, while their innovative processes help decrease costs and maximize value for clients.
The London Company of Virginia, LLC
The London Company of Virginia, LLC is a finance institution located at 1800 Bayberry Court in Richmond, Virginia, United States. Specializing in market observations and portfolio commentary, the institution offers an elevated investment approach focused on downside protection. With a commitment to generating long-term value, they actively seek high conviction holdings to build differentiated portfolios. Their investment thesis is based on current truths, using a Balance Sheet Optimization approach to valuation. Investing in high-quality companies as if they were buying the entire company, The London Company has a long-term horizon and invests across all market capitalizations. They offer U.S. equity portfolios through separately managed accounts, mutual funds, and select channels. Get in touch with The London Company to start your investment journey today.
Richard T. Blackwell, AIF®, AAMS®
Richard T. Blackwell, AIF®, AAMS® is a finance institution located at 200 South 10th Street in Richmond, Virginia, United States. They specialize in providing tailored financial solutions to meet the unique needs of each client at every stage of wealth. Their team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions through their network. They focus on ensuring stability for the present and the future, intelligent community investment, and bespoke investment strategies aligned with clients' financial objectives. Clients have access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities. The institution offers comprehensive services for holistic financial planning for individuals and institutions, including various trusts and fiduciary oversight. Through their Rockefeller Lifestyle Advisory partners, they provide exclusive experiences and concierge services to help clients focus on what matters most to them. The team at Richard T. Blackwell, AIF®, AAMS® is dedicated to helping clients pursue their financial goals and secure a legacy for themselves and their families. They work alongside skilled professionals within Rockefeller Capital Management to create customized solutions tailored to each client's unique financial needs.
Lewis Wealth Partners
Lewis Wealth Partners is a finance institution located at 200 South 10th Street in Richmond, Virginia, United States. We understand that life's grandest visions require thoughtful plans, which is why we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides expert guidance to empower your decision-making, seamless financial management for your family's future, and a full suite of financial solutions through our network. We offer bespoke investment strategies aligned with your financial objectives, access to a sophisticated platform of traditional and alternative investments, and comprehensive services for holistic financial planning. Our team of skilled professionals, including 401k experts and wealth advisors, work together to create customized solutions designed to serve you and your family's unique financial needs. Through our partnership with Rockefeller Capital Management, we ensure that you can confidently pursue your financial goals while securing a legacy for your family. Contact us today to learn more about how we can help you on your wealth journey.
Brown Advisory
Brown Advisory is a finance institution located at 101 West Main Street in Norfolk, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, wealth managers, fund of funds managers, RIAs, broker-dealers, private banks, investment platforms, charities, financial advisers, trustees, U.S. citizens, green card holders, beneficiaries of U.S. trusts, and U.S. connected families. Brown Advisory helps clients invest their capital, address complex challenges, and achieve long-term goals through first-rate investment performance, strategic advice, and high-quality service. With offices in various locations worldwide, the firm is committed to delivering top-notch performance and service to clients in over 50 states and 49 countries and territories. Their team of over 850 equity owners work diligently to help clients reach their desired financial destinations.
AMG National Trust
AMG National Trust is a privately-held wealth management firm located at 780 Lynnhaven Parkway in Virginia Beach, Virginia. With over 45 years of experience, AMG helps individuals, families, corporate executives, business owners, and institutions create long-term financial strategies. Services offered include financial planning, investment management, private capital access, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients nationwide. The institution is wheelchair accessible and is a member of FDIC and Equal Housing Lender. Investment products are not FDIC insured, have no bank guarantee, and may lose value.
Matthews, Carter & Boyce, P.C.
Matthews, Carter & Boyce, P.C. is a renowned accounting and finance institution located at 12500 Fair Lakes Circle, Fairfax, Virginia, United States. With over 75 years of exceptional service, MCB prides itself on being expert financial and tax strategists, trusted by a diverse range of clients as their strategic advisors. The firm is known for its personalized attention, expert accounting, and tax services, as well as its long-term commitment to clients as CPAs and advisors. At MCB, clients are not just a number; they are valued relationships where open communication and collaboration are key. The firm's team of highly skilled professionals is dedicated to exceeding client expectations and enhancing the growth and success of organizations in various industries. MCB offers outsourced accounting and advisory services to nonprofit organizations, government contractors, and closely held businesses, allowing clients to focus on growing their businesses while experienced CPA professionals address critical needs.
The 1031 Exchange Center LLC
The 1031 Exchange Center LLC is a reputable institution specializing in facilitating tax-deferred exchanges for real estate investors. Located at 4940 Old Main Street in Richmond, Virginia, United States, our experienced team provides expert guidance and support throughout the 1031 exchange process. Whether you are looking to defer capital gains taxes or maximize your investment potential, our center offers personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your 1031 exchange needs.
alliantgroup
alliantgroup is a leading finance institution located at 1455 Pennsylvania Avenue Northwest in Washington, D.C. They specialize in providing financial services and solutions to individuals and businesses. With a team of experienced professionals, alliantgroup offers a wide range of financial products and services to meet the needs of their clients. Whether you are looking for investment advice, tax planning, or wealth management services, alliantgroup has the expertise and resources to help you achieve your financial goals. Visit their office in the heart of the nation's capital to learn more about how they can assist you with your financial needs.
Charter School Lenders' Coalition
The Charter School Lenders' Coalition is a prestigious institution located at 1900 M Street Northwest in Washington, District of Columbia, United States. As a school, it is dedicated to providing financial support and resources to charter schools across the country. With a focus on helping these schools thrive and succeed, the Coalition plays a vital role in ensuring access to quality education for students of all backgrounds. Join us in our mission to empower charter schools and shape the future of education.
Capitol Rose
Capitol Rose is a premier real estate agency located in the heart of Washington, D.C. Our experienced team of agents is dedicated to helping clients find their dream homes or investment properties in the vibrant and historic capital city. Whether you're looking to buy, sell, or rent, Capitol Rose is committed to providing top-notch service and personalized attention to meet your real estate needs. Visit us at 1732 15th Street Northwest and let us help you find your perfect place in the nation's capital.
Union Place
Union Place is a prestigious real estate agency located at 200 K Street Northeast in the heart of Washington, District of Columbia. Our experienced team of agents is dedicated to helping clients find their dream homes or investment properties in the vibrant capital city. With a focus on personalized service and attention to detail, Union Place is committed to exceeding expectations and providing top-notch real estate services. Whether you are buying, selling, or renting, trust Union Place to guide you through the process with professionalism and expertise.
AVA NoMa
AVA NoMa is a premier real estate agency located at 55 M Street Northeast in the vibrant neighborhood of NoMa in Washington, D.C. Our dedicated team of professionals is committed to helping clients find their perfect home or investment property in the bustling capital city. With a focus on excellent customer service and attention to detail, AVA NoMa is the go-to agency for all your real estate needs in the District of Columbia. Contact us today to start your property search or to discuss selling or renting your current property.
King Towers
King Towers is a reputable real estate agency located at 1220 12th Street Northwest in Washington, District of Columbia. Our dedicated team of experienced agents is committed to helping clients find their dream home or investment property in the vibrant and diverse city of Washington, D.C. Whether you are buying, selling, or renting, King Towers offers personalized service and expert guidance to meet your unique real estate needs. Contact us today to start your journey towards finding the perfect property in the nation's capital.
Avalon First and M
Avalon First and M is a premier real estate agency located at 1160 First Street Northeast in Washington, District of Columbia. Our team of experienced agents is dedicated to helping clients find their dream homes or investment properties in the vibrant capital city. With a focus on personalized service and attention to detail, Avalon First and M is committed to guiding clients through every step of the real estate process. Whether you are buying, selling, or renting, trust Avalon First and M to exceed your expectations and deliver exceptional results. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
The Barton at Woodley
The Barton at Woodley is a premier real estate agency located at 2701 Calvert Street Northwest in Washington, D.C. Our team of experienced agents are dedicated to helping clients find their dream home or investment property in the bustling capital city. With a commitment to personalized service and attention to detail, The Barton at Woodley is the go-to agency for all your real estate needs in the District of Columbia. Contact us today to start your property search journey!
Highbridge
Highbridge is a reputable real estate agency located at 2512 Q Street Northwest in Washington, District of Columbia. With a team of experienced and knowledgeable agents, Highbridge specializes in buying, selling, and renting properties in the bustling real estate market of the nation's capital. Whether you are looking for a new home, investment property, or commercial space, Highbridge is dedicated to helping clients navigate the real estate process with professionalism and expertise. Contact Highbridge today to start your real estate journey in Washington, DC.
Maren
Maren is a reputable real estate agency located at 71 Potomac Avenue Southeast in Washington, D.C. With a team of experienced and knowledgeable agents, Maren specializes in helping clients buy, sell, and rent properties in the bustling capital city. Whether you are looking for a new home, investment property, or commercial space, Maren is dedicated to providing top-notch service and guidance every step of the way. Contact Maren today to start your real estate journey in Washington, D.C.
Georgetown Financial Services
Georgetown Financial Services, located at 1300 Pennsylvania Avenue Northwest in Washington, DC, is a leading insurance agency serving the Washington Metro Area. Specializing in Cyber Liability Insurance, Cyber Security, Business/Commercial Insurance, Life Insurance, Health Insurance, and Group Benefits, Georgetown Financial Services caters to the insurance needs of organizations in the National Capital Region and beyond. With over 35 years of experience, Georgetown Financial Services Corporation offers customized and top-quality insurance services to businesses of all sizes. Their dedicated team of professionals provides personalized attention to each client, ensuring that risk management solutions are tailored to meet their specific needs.
Willis of Virginia Inc
Willis of Virginia Inc is an insurance agency located at 150 West Main Street, Norfolk, Virginia, United States. Our team helps unlock the potential of your business by sharpening your perspective on how work is done and valued, all the way to enhancing the health and financial well-being of your employees. Managing risks is the cornerstone of success in an uncertain world. We specialize in balancing the complex relationships between risk and return to help you make the most of your existing capital. Our customers rely on our industry-specific expertise to navigate challenges and achieve their goals. Together, we find the best ways to motivate and reward your employees, offer attractive benefits, create an effective employee experience, and lead your company to sustainable success. Managing risks effectively is key to success in an uncertain world. At WTW, we offer smarter risk management solutions to help you balance your current challenges and ambitious goals, redefine your risks, seize opportunities, stay on course strategically, and enhance your company's resilience. Making the most of your existing capital means skillfully balancing the complex relationships between risk and return. With state-of-the-art analytics and our combined knowledge, we sharpen your focus on the next big investment opportunities.
Small Business Development Center
The Small Business Development Center at Radford University, located at 701 Tyler Avenue in Radford, Virginia, is a vital resource for regional businesses in the New River Valley. In partnership with the Roanoke Regional SBDC, the center offers business advising, counseling, and training to small businesses and startups. By hosting an office within the Davis College of Business and Economics, the SBDC is able to provide pro bono assistance to help businesses thrive and succeed. With a focus on economic development and community partnerships, Radford University is committed to strengthening the region's economic landscape. Through the SBDC, more than 300 clients were served in 2018, resulting in over $3.2 million in capital investment for client businesses. This valuable resource is made possible through funding from the Small Business Administration and local community support. Mayor David Horton of Radford City looks forward to the continued efforts of the SBDC in supporting local businesses and fostering economic growth. For more information, contact Sherry Wallace at 540-831-6713 or [email protected].
Calfee Training School
Calfee Training School, located at 1 Magnox Drive in Pulaski, Virginia, is a historic institution that played a vital role in educating African American children from 1894 to 1966. Despite facing challenges due to segregation, the school served as a community hub, helping children and families thrive. The future Calfee Community & Cultural Center aims to carry on this legacy by supporting the entire Pulaski County community. During construction, $3.5 million will be invested in local jobs and economic growth, with at least twenty jobs to be created once the center is operational. The center will provide high-quality childcare for over 100 children, offering parents better economic opportunities and employers reduced absenteeism. Additionally, the center will support the development of new food-based businesses and provide local farmers with increased access to customers.
Third Security
Third Security, located at 1881 Grove Avenue in Radford, Virginia, is a finance institution specializing in managing a portfolio of operating biotechnology companies. As a family office, Third Security works closely with its portfolio companies to drive innovation and growth, utilizing biology to solve global problems. With additional locations in Palm Beach, Florida, Third Security is dedicated to supporting the advancement of biotechnology and creating a positive impact on a global scale.
U.S. Securities and Exchange Commission
The U.S. Securities and Exchange Commission (SEC) is a prominent federal regulatory agency located at 100 F St NE, Washington, DC 20549, United States. Established to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation, the SEC plays a vital role in the financial and economic landscape of the country. The agency oversees securities exchanges, securities brokers and dealers, investment advisors, and mutual funds, ensuring that the securities markets operate transparently and fairly. With a commitment to enforcing securities laws and regulating the securities industry, the SEC works diligently to promote investor confidence and foster market integrity. The headquarters in Washington, DC, serves as the central hub for its extensive regulatory and enforcement activities.
MultiGenerational Wealth Management Group
At MultiGenerational Wealth Management Group, we understand that conventional wealth management plans and practices are often insufficient for growing and preserving wealth over a lifetime or across generations. Faced with the challenges of increasing family members and rising tax demands, successful wealth management requires superior long-term strategies, a sophisticated toolkit, and disciplined execution. Our approach addresses the pitfalls of short-term sequential goals which can lead to significant tax triggers and erosion of your hard-earned gains. We emphasize the importance of uninterrupted compounding interest, essential for growing and retaining wealth. Our expertise lies in designing and managing comprehensive lifetime and multi-generational financial plans, which we refer to as Financial Farms.
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