Commonfund is a nonprofit corporation that provides services for educational institutions, foundations and nonprofit health care facility. Its treasury management services include investment, cash analysis, consultation and educational opportunities. Commonfund also offers investment programs for treasury that include short-term, enhanced short duration, intermediate-term and high-quality bond funds. The risk management services offered by the corporation include third party checks, audits of internal policies and procedures, on-site portfolio manager reviews, systematic exception reporting and independent audits. It offers strategic solution services that include investment management, rebalancing, monitoring and reporting, and policy review and counsel. Additionally, commonfund offers portfolio management and consulting services. It is located in Wilton, Conn.
Adriatic Wealth Management LLC is a full-service financial firm committed to helping people pursue their financial goals. The senior Managing Partner, Mergim Elezi, has nearly 30 years of experience working for some of the major Investment Management and Banking institutions. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement strategies, and Insurance and annuity products.
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.
