Atwood & Palmer, Inc.

Atwood & Palmer, Inc. is an SEC Registered Investment Advisor that was founded in 1990. We provide individualized investment management services and financial counseling to high net-worth clients. We manage all accounts on a discretionary basis, taking into consideration current and projected market conditions. Investment decisions are guided by each client's personal Investment Policy Statement, which focuses on their unique goals, time constraints and tax situation.

M. W. ARAGAO INVESTMENT ADVISORS, LLC

M.W. ARAGAO is one of the premier and fastest growing comprehensive financial firms in the Northeast. We are committed to helping our clients improve all aspects of their financial life. Our wide array of services are designed to educate and help our clients achieve their goals. We pride ourselves on the excellence in performance we strive for as well as the level of commitment we have from our clients. Founded in 2003, M.W. ARAGAO (MWA®) is an all encompassing ‘financial firm’, which offers services in the areas of investment management, wealth planning, tax preparation, business consulting, and investor education. As opposed to just handling segments of a client’s financial life, these broad ranges of services are offered in order to serve the client more comprehensively and to help them exceed their financial goals. As the dynamic financial world becomes more complex, it is imperative for clients to strive to have an all-embracing view of their individual state of affairs; MWA endeavors to help provide this view. Our team of professionals bring broad and deep education and experience across the multiple disciplines of the services we offer; Our services are tailored to our client’s specific and unique situation and needs; We offer the highly personal level of service of a small firm, with the resources of a much larger one; Our clients receive greater value from our services, as our expenses are some of the lowest in the industry

Quaker Capital Investments, LLC

The objective of the family office is to carry forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long term or generational investment horizon.  The office complements its core investments in public equities and distressed fixed income with regional angel investments alongside select world class entrepreneurs based in western Pennsylvania and direct control investments in private companies experiencing a generational ownership transition.

Dingyi North America

Dingyi Investment Group is a comprehensive investment company headquartered in Hong Kong and Shenzhen and an active international player in diverse industries, including energy, commodities, agriculture, food processing, real estate, infrastructure, and finance. Dingyi Group has investments across the world with offices in Shenzhen, Beijing, Zhanjiang, Hong Kong, and North America. Dingyi Group has a strong capital position and a well-rounded investment strategy, both on its own and through its investment partners. Thanks to strong core capital, professional investment teams, plenty of cooperative partners, international capital network and operation experience, Dingyi Group endeavors to become a sustainable and diversified investment Group. Hong Kong Stock Exchange Ticker: 0508.HK

Elevation Wealth Management

Elevation Wealth Management is a San Francisco Bay Area based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. As an independent and privately held firm – Elevation specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary and fee-only – Elevation places the interests of clients above all else. In March 2015, Elevation Wealth Management was merged into ZRC Wealth Management, LLC.