Tom Casper Email & Phone Number

New York, New York, United States

Orlando, Florida Area

We are a specialty recruiting and consulting firm that works to service the unique needs of mid to large sized RIA, Wealth Management firms, and Family Offices. We can find and place the best talent that fits the culture and focus of your individual firms' persona. We also consult on sales and marketing by bringing 23 years of experience to the table. If you are a Financial Advisor with a broker dealer looking to go independent we can help you understand the right way to go about… Show more We are a specialty recruiting and consulting firm that works to service the unique needs of mid to large sized RIA, Wealth Management firms, and Family Offices. We can find and place the best talent that fits the culture and focus of your individual firms' persona. We also consult on sales and marketing by bringing 23 years of experience to the table. If you are a Financial Advisor with a broker dealer looking to go independent we can help you understand the right way to go about making the transition to avoid legal missteps. We can also introduce you to best of breed solution providers so you can determine the best fit for your client needs.If you would like an assessment of your sales team, team training, compensation packages, and every aspect of marketing; please contact us for a free initial consultation. Show less

Lyons Wealth Management takes a financial planning based approach with investor clients to match sophisticated portfolio management strategies to achieve their unique goals and objectives. By using our tactical approach with the Lyons Tactical Allocation Portfolio we seek to side step large market downturns. This strategy is now 10 year proven with a 5 star rating by Morningstar. Available in both a mutual fund and separately managed account. We also have our Yield Overlay strategy with… Show more Lyons Wealth Management takes a financial planning based approach with investor clients to match sophisticated portfolio management strategies to achieve their unique goals and objectives. By using our tactical approach with the Lyons Tactical Allocation Portfolio we seek to side step large market downturns. This strategy is now 10 year proven with a 5 star rating by Morningstar. Available in both a mutual fund and separately managed account. We also have our Yield Overlay strategy with a target net yield of 12%. This unique approach to investing provides a reliable and consistent cash flow for investors with large cash positions or concentrated stock holdings. It is tax smart and, as an investor, the techniques we employ also offer a comforting benefit of knowing what your maximum downside exposure is at any moment in time. Show less

San Juan Capistrano, California, United States

Pintar Investment Company (PIC) is an entrepreneurial firm with an institutional mindset. Our investment strategy is designed to create value within opportunities and maximize returns for our investor partners. Since 2009, Pintar Investment Company, LLC and its partners have acquired in excess of $2 billion in individual single family homes and commercial assets. We seek opportunities that provide our investor partners with the highest probability of earning outsized returns without assuming… Show more Pintar Investment Company (PIC) is an entrepreneurial firm with an institutional mindset. Our investment strategy is designed to create value within opportunities and maximize returns for our investor partners. Since 2009, Pintar Investment Company, LLC and its partners have acquired in excess of $2 billion in individual single family homes and commercial assets. We seek opportunities that provide our investor partners with the highest probability of earning outsized returns without assuming unnecessary risks. With continued volatility in today’s markets, our team seeks out existing assets where we can add value through our redevelopment expertise. Show less

Florida

South Florida

Orange County, California Area

Orange County, California Area

San Francisco Bay Area

Newport Beach, Ca

Orange County, California Area

La Jolla, Ca

Nas North Island Coronado Ca

Viking Senso and ASW, ISAR Radar instructor.

Naval Air Station North Island

S3A SENSO with VS-38