Wealth Partners Capital Group

Operator of an investment advisory firm intended to establish, educate, and satisfy the financial goals of individuals. The company's services included wealth management, financial wellness, investment management, wealth advising, and risk mitigation, enabling clients to gain financial freedom and exceed their goals.

EP Wealth Advisors, Inc. is an employee-owned investment management firm that primarily serves high net worth individuals, along with charitable organizations, trusts, estates, corporations, and pension plans. Founded in 1985 and headquartered in Torrance, California, the firm has additional offices in several locations, including Los Angeles and Seattle. EP Wealth Advisors offers a range of services, including investment advisory, financial planning, and wealth management, aiming to develop customized strategies that align with clients' specific goals. The firm invests across various markets, including public equity, fixed income, and alternative investments, focusing on sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal bonds. EP Wealth Advisors employs a combination of technical and fundamental analysis, utilizing both bottom-up and top-down approaches, and enhances its investment strategies with external research.

MAI Capital Management, established in 1973 and based in Ohio, is a fee-based wealth management firm specializing in financial consulting, investment management, and family office administration services. The firm aims to be a trusted provider of objective, goals-based advice tailored to the unique needs of its clients. MAI's team of investment, planning, and tax professionals work collaboratively to develop, implement, and monitor personalized financial plans that align with clients' individual objectives. By focusing on sound and objective recommendations, MAI Capital Management strives to assist clients in achieving their financial goals across various aspects of their lives.

Forbes Family Trust is a private wealth management company that aims to help wealthy individuals and families manage their wealth and lifestyle through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor. Building on the entrepreneurial spirit that has driven the Forbes family since the founding of its eponymous magazine in 1917, Forbes Family Trust developed a multifamily office and investment firm dedicated to the values of relationship building, responsiveness, and expertise.