Los Angeles, CA
Summary
This business specializes in providing boutique investment management services, focusing on high-net-worth clients and financial advisors. They offer personalized investment portfolios through a unique approach called Intelligent Personalization®, which emphasizes tailored insights and dedicated support from experienced investment professionals. Their services include asset allocation, risk management, and extensive in-house research to guide portfolio construction.
Based on content on cnr.com
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Label
Value
Active Dates
28.1 years — Since Dec 1996
Web Hosting
Platform
E-Mail Provider
Proofpoint
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Investment Management
2. Portfolio Management
Vendor
Source
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TXT Record
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