Emigrant Partners

Founded in 2017, Principle Wealth Partners is an employee-owned investment manager based in Madison, Connecticut with additional offices in Westport and Old Saybrook. The firm primarily serves high net worth individuals, providing comprehensive wealth management services including retirement planning, investment management, tax planning, estate planning, and financial services.

Novare Capital Management is a privately owned investment management firm.

Moneco Advisors is a financial planning firm based in Fairfield, Connecticut, specializing in a comprehensive range of services including investment management, retirement planning, tax strategies, insurance services, and legacy planning. The company is committed to providing tailored solutions that empower clients to achieve their financial goals and secure their future. Through its focus on wealth synchronization, Moneco Advisors aims to integrate clients' financial strategies to optimize their overall financial wellbeing.

AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It specializes in providing tailored investment solutions for high net worth individuals, families, charitable organizations, and various institutional clients, including pension plans and corporations. The firm focuses on managing client-specific portfolios and emphasizes a combination of value and growth-oriented investments across public equity, fixed income, and alternative markets globally. With a commitment to personalized wealth management, AUTUS employs fundamental, technical, and cyclical analyses, bolstered by in-house research, to inform its investment strategies. The firm aims to help clients design well-diversified portfolios that effectively respond to diverse market conditions.