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ClaimLasting Relationships
With over 140 years of combined industry experience, our team is comprised of qualified investment professionals with multi-disciplinary backgrounds and extensive experience in providing tailored investment solutions. We firmly believe in the power of an unbiased approach to investing. We work with our clients to develop tailor-made investment solutions uniquely suited to achieve superior and consistent results.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Miami, FL
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Year founded
Founded 2010
1 Locations
- Miami , FL
Service Lines
Select Focus Area
- Financial Advising & Planning
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- Funding & Investment Focus
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- Growth Equity
- 50%
- Private Equity
- 50%
- Insurance Services & Brokers Focus Group
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- Life Insurance
- 50%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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