Founded in 1984, Swiss Financial Services specializes in providing fund administration and accounting services for United States and offshore investment products. Located in Naperville, Ill., the company operates as administrator as well as registrar and transfer agent of funds investing in a range of financial instruments, including futures, foreign exchange, equities, options, bonds and other funds. It performs accounting and administration services for diverse fund types domiciled in the United States, the Bahamas, the Cayman Islands, British Virgin Islands and Ireland. The firm s customers include investment managers, hedge fund managers, commodity trading advisors, commodity pool operators, investment advisors, banks, brokerage firms and other financial institutions. Swiss Financial Services administers funds, such as corporation funds, limited partnership funds, fund of funds, single and multi-advisor funds, master/feeder funds and single and multiple class funds.
As your local Eagle Strategies financial advisor, I offer financial guidance and investment advisory services. With our proven process, I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #4358003
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
We are an independent, comprehensive, wealth management firm. We provide the coordination of comprehensive financial planning with discretionary investment management.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
