Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• American Funds - American Funds has been managing investors’ assets since 1934. It takes a conservative long-term approach.
• Brandes Investment Partners - Brandes Investment Partners® is a leading investment advisory firm, managing equity and fixed income assets for institutional and private clients worldwide. Since its inception in 1974, it has applied the value investing approach to security selection pioneered by Benjamin Graham. Among the first investment firms to bring a global perspective to value investing, Brandes manages a variety of investment strategies.
• Catalyst Funds - From their founding in 2006, Catalyst Mutual Funds set out to be decidedly different. They understood that the market did not need another traditional family of mutual funds. At Catalyst they endeavor to offer unique investment products to meet the needs of discerning financial advisors and their clients.
• ClearBridge Investments - ClearBridge Investments is a leading global equity manager committed to delivering long-term results through active management as they have for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward.
• Confluence Investment Management - Confluence Investment Management was formed through the gathering of experienced investment professionals with a history of providing a wide range of professional portfolio management and advisory services to institutional and individual clients.
• Crossmark Global Investments - There is a unique place for investors. Where innovation and values intersect. Where investing with conviction doesn't equal compromising returns. Where investments are selected with purpose. We call this place Crossmark.
• EquityCompass - EquityCompass Investment Management, LLC (“EquityCompass”) is a wholly owned subsidiary and affiliated SEC Registered Investment Adviser of Stifel Financial Corp.
• Johnson Eubank DeMatteo & Company - A full-service Daytona Beach-based firm of certified public accountants engaged in the practice of public accounting and management consulting. The firm is committed to going beyond the traditional services of the accounting profession by providing that extra dimension essential to helping its clients pursue their goals.
• Legacy Law Associates, P.L. - Changing How the World Plans - Legacy Law Associates doesn't allow itself to be bound by traditional thinking. Our planning process identifies the Windows of Opportunity that present themselves as we learn about our clients, their family, and the wealth they have successfully created. We are continually working to stay on the cutting edge of estate planning creativity, thinking beyond the ordinary and opening windows of opportunity . . . beyond today!
• Oak Ridge Investments - Founded in 1989, Oak Ridge Investments, LLC is a Chicago-based registered investment advisor exclusively dedicated to investing its clients’ assets in high-quality growth businesses.
• Raposa Perry Young - The complex world of public accounting covers many disciplines. The CPAs of Rapsoa Perry Young offer expertise in commercial and personal finance, estate planning, business valuation, succession planning, mergers, acquisitions, and more.
• Stifel Wealth Tracker - Organize all of your financial information in one place. Create a personal balance sheet. Securely view investments, retirement accounts, checking and savings accounts, mortgage statements, student loans, credit cards, and more from any of your financial institutions.
• Uniplan - Uniplan’s alternative investment strategies – the source for diversification, income, and growth. We have a long history of providing alternative investment strategies that have significantly enhanced core holdings. We will continue to serve sophisticated advisors and consultants that use Uniplan strategies to move client portfolios out on the efficient frontier.
• Weston & Gregory, LLC - Our team of professionals puts our firm's core values into practice by providing solutions to our clients' needs. As one of the larger local CPA firms in the greater Daytona Beach area, we are able to provide dedicated professionals with deep industry experience as well as comprehensive accounting, tax, and advisory services.
• David Remey at Stifel - If you like personally knowing the individual guiding your investments, please call, or send me an e-mail, and let me show you how Stifel can serve your individual investment needs.
• Stifel - Our corporate home page with Research, News, and Client Account Access Log-In.