Asset Management

Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

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Orthogonal Asset Management, LLC (“Orthogonal”) is excited to announce the launch of a SPAC-focused vehicle with strategic anchor investments in excess of $10 million. The Orthogonal SPAC Advantage Fund employs a next-generation “quantamental” strategy that combines a bottom-up fundamental research approach with top-down quantitative risk controls. Investment insights and trading strategies are informed by Orthogonal’s … Read more

Barron’s Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021

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Jeffrey R. Germain, Managing Director and Private Wealth Financial Advisor for Wells Fargo Advisors in Los Angeles, has been included in Barron’s list of “2021 America’s Top 1,200 Financial Advisors”. This recognition is based on assets under management, designations, breadth, and quality of service, revenue, and compliance record. “I am honored to be recognized for … Read more

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

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Cortney Milner and Kathleen Townsend were college interns when they first came to Blue Rock Avenue One. The financial advisory firm promoted both to partner, recognizing their status as authorities in their respective fields and their contributions and dedication to the firm.  Blue Rock, based in Wilmington, Del, with $642m under management and 240 clients … Read more

risQ and Level 11 Analytics Launch Climate and ESG Analytics for Mortgage-Backed Securities

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risQ Inc., a startup focused on best-in-class climate risk analytics, and Level 11 Analytics, a leader in geospatial data for real estate, today announced the launch of a powerful new climate and ESG data and analytics capability focused on Mortgage-Backed Securities, covering the gamut of Residential and Commercial, Agency and Non-Agency securities. This marks a broadening … Read more

Augusta Precious Metals Receives ‘#1 Best Gold Company’ Honor From IRAGoldAdvisor.com

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IRAGoldAdvisor.com, independent precious metals industry rating website, named Augusta Precious Metals “#1 Best Gold Company” of 2020. Augusta received a total Consumer Trust Factor rating of 4.9 stars out of five possible stars, more than any other company analyzed. According to the IRAGoldAdvisor.com website, “It is the quality of long-term ‘customer engagement’ that sets Augusta … Read more

JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare

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JRDWM has entered into a significant joint venture agreement with Pacifica Hospital of the Valley and its management/holding company, Southwest Healthcare Services, Scottsdale, Arizona. The JV is part of the strategic and synergistic growth of JRDWM in the healthcare industry. JRDWM will provide major equity and debt financing for Pacifica and will acquire additional Safety Net … Read more

Michael S. Schwartz, CFP®, AEP® Makes Forbes’ 2021 Best-in-State Wealth Advisors List

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Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been listed for the third consecutive year on Forbes’ Best-In-State Wealth Advisors (NYC) published in 2021. “I don’t think that anyone in my seat could have forecasted what happened in … Read more

Centurion Wealth’s Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

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Centurion Wealth is honored to share that our founding partners, Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP® were recently named to the 2021 Forbes Best-In-State Wealth Advisors List. Centurion Wealth is a forward-thinking Wealth Management firm located in McLean, Virginia and serves clients across the country. “While I am humbled by this industry recognition, … Read more