Riverbridge is a boutique manager of US growth equities. The firm was founded in 1987 to serve institutions and individuals with a timeless investment approach designed to identify companies sustainably building their earnings power and invest in those businesses for the long-term. An approach distinguished by fortitude, patience, and time has allowed our strategies to deliver compelling risk-adjusted returns across multiple market cycles while. We endeavor to develop enduring relationships with philosophically aligned clients so they experience the benefit of our proven investment disciplines.

Civic Financial is a financial planning firm delivering a boutique planning experience for highly-compensated professionals and high net worth families who desire the partnership, service and knowledge of a team of financial professionals.

Daniel & Nixon Associates is a private client life insurance group that specializes exclusively in the design, implementation, and service of life insurance portfolios for affluent and ultra-affluent families.

NaviNet is America’s largest real-time healthcare communications network, securely linking over 800,000 providers—as well as our nation’s leading plans and valued industry partners—through a single Web site.