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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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