Star Mountain Capital invests in a single asset class, the lower middle market, through its multi-channel approach described below. Star Mountain believes its approach provides competitive advantages in sourcing, underwriting and managing a portfolio of high quality lower middle-market investments.
Making direct credit-focused and structured equity
Jwpolis —
Star Mountain Capital is a specialized asset management firm focused on investing in the large and underserved U.S. lower
A privately held firm, specializing in investment management and real estate ownership and development, Oxford Enterprises sets the standard in professional asset management. Our firm has masterfully crafted its favorable reputation, long-term success, and high-yield returns with a no-nonsense, hands-on approach to strategic investing.
Oxford Enterprises
Reynaldo Garcia —
Positive: Professionalism, Quality, Responsiveness, Value
My wife has been working with them since January with Oxford
AutoConcierge is a proper Vehicle Asset Management company that provides a full suite of services designed around managing your vehicle(s) as you would any of your other investments. With our proprietary asset management software we can manage the most temperamental of clients' assets and ensure they are always in proper mechanical and electrical operating
Jarrod Spurrier —
Dropped off my car unscheduled to assess a flat tire. Jon found a screw, removed it, then plugged it up within the hour free
TCAM, An MRI Company, provides asset management, advisory and consulting services to owners and funders of affordable housing. TCAM clients include owners, lenders, investors, guarantors and syndicators. They are banks, investment banks, insurance companies, corporations, foundations, city and state housing agencies, housing authorities, investment
Mafe Jackson —
Unfortunately, DHCD re-assigned my HPAP loan to this company during the summer in 2020. My first payment was due on 07/01
Selecting the right TAMP for your practice requires thorough due diligence when evaluating competing offers. But what should you be looking out for? How can you ensure you get a suite of solutions that will meet your evolving needs? GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and
Tim Arnold —
Positive: Professionalism, Quality, Responsiveness
GeoWealth is an excellent Finance Tech "Fintech" company for RIA investment
As a fiduciary and your financial advocate, we commit our investment expertise and experience to you. Together we work to customize a plan to achieve all that is possible for you and your family. Since 1986, we have managed our clients' financial health, enjoying each step along the way. Like you, we derive joy from what we do well.
What defines our
Mazzella Estate & Asset Management (MEAM) is completely independent so we are not influenced by a parent company or broker dealer that limits the products and services we can offer our clients. This allows us to focus on your needs and goals free of outside influence. We truly represent you, our client, and only you.
Schedule a Free Financial Evaluation
Our investment philosophy is founded on proven diversification methodologies but also addresses and acknowledges many behavioral finance issues. Here are a few things we think differentiate us from many other investment managers. We have the innovative flexibility to take advantage of near-term opportunities as well as to potentially identify those
As one of San Diego's leading investment advisory firms, Wilsey Asset Management has built a reputation for effective investment management and expert financial guidance along with financial planning services nationwide. Our goal is to make our clients money and provide attractive returns on their investments transparently.
We can help you create an
At the core of every great brand is a digital asset management system that helps everyone work in unison without missing a beat. When searching for an asset takes time and legwork, you're destroying the creative flow that makes brand teams succeed. Sharing has to translate between different groups of stakeholders smoothly and reliably, and you can't
Related categories
Real estate
Property management
Investment advisors
Wealth management
Financial advisors
Financial planning