Shields and Associates - http://www.shieldsassoc.com
Offers comprehensive asset management consulting to
corporate plan sponsors, foundations and endowments and to
high-net-worth individuals.
Sorrento Group - http://www.sorrento-group.com
Financial services group providing fee-based investment
advice to high net worth individuals and early-stage venture capital and
advice for businesses.
Tax credits marketplace - http://www.historicequity.com
Intermediaries specialising in facilitating conversion
of US rehabilitation historic tax credits.
Taylor Young Investment Management - http://www.tayloryoung.com/
Provides investment services for individuals, charities
and institutions.
Terry McDaniel and Company - http://www.tmcdanco.com/
Provides investment counseling and portfolio management
services.
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