Introduction Leading Edge Investment Advisors, LLC ( LEIA ) founded in August 2005 as a Manager-of-Managers is a SEC registered investment advisor, and a minority employee-owned firm consisting of the most experienced and knowledgeable team of professionals committed to the emerging manager arena. LEIA investment professionals pioneered the first fund of emerging managers in 1990, and expanded the use of emerging managers across all asset classes. The team has directly managed more than $8.5 billion in emerging programs in the past 20+ years.
Closed now
Herold & Lantern Investments is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow and preserve their wealth and work towards achieving their financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology & highly personalized service.
Closed now
Founded in 1984, Parnassus Investments creates shareholder value with a strategy of investing in undervalued companies with long-term growth prospects. It is an investment management firm that offers no-load mutual funds to individual and institutional investors. Based in San Francisco, Parnassus Investments is a boutique investment management firm with more than $1 billion in assets under management. Parnassus Investments has partnered with EARN to help them find ways to deal with impoverishment. The company supports the Project Homeless Connect by making donations and offering interested employees a paid-day off for volunteering at the program's direct outreach events. Parnassus Investments institutional offers investment management services catering to corporate and public pensions, endowments, foundations, large family offices, investment consultants and investment advisers.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
KB Financial Advisors has provided outstanding fee-only, no-commissions financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and a program for young professionals with no minimum asset requirement. Our stock option analysis program identifies the most tax-efficient time to exercise, sell or hold stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate updates, as well as tax preparation. Our On Your Way to Wealth program helps young professionals get started investing appropriately and focuses on immediate financial concerns.
Closed now
