Manning & Napier

Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.

Private Advisor Group

As the world of wealth management grows more complex, the more you need a firm who can grow with you. At Private Advisor Group, we are continually evolving to help you stay one step ahead in a changing world. Our mission is to help financial advisors, investors and RIA firms grow smarter and more confidently. Grow with Us. Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.privateadvisorgroup.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

wisely by adp

Wisely by ADP puts you in charge, whether you are paying wages or receiving them. We created Wisely to help everyone realize a better financial path forward for themselves.  Wisely turns how you pay into a competitive advantage. We make it simple for you to pay, empower and reward all your people—and leave paper behind. Wisely is a secure, compliant-enabled, and flexible payment solution for you and your people.  You’ll have the flexibility you need to make digital payments to your workforce, while empowering them to meet their financial goals—and move onto the next milestone. How can you meet the needs of your employees while overcoming today’s business challenges, without additional cost, complexity and potential compliance risk?

MAI Capital Management

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Rimes

Rimes provides transformative enterprise data management solutions to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than USD 75 trillion in AUM annually. The world’s leading institutional investors, asset managers and service providers rely on Rimes to help them make better investment decisions using accurate information and industry-leading technology. For more information, please visit www.rimes.com.