High-Net-Worth Individuals

 

 

 

 

Institutional Investors

 

 

 

 

 

Asset Managers

 

 

Asset managers provide high-net-worth individuals and institutional investors with a variety of services, including investment advice, retirement and estate planning, tax services, philanthropic guidance, and risk management. Some of these managers offer a full range of services, while others specialize in a narrow range.

 

The asset management industry includes family offices, alternative investment advisors (hedge funds, private equity, real estate, etc.), fintech (including robo-advisors), brokerage firms, private banks, and full-service commercial banks.

 

The asset managers listed below are seeking to expand their client bases of high-net-worth individuals and institutional investors.

 

 

Fortuna Investors, LLC (Jupiter & Miami Beach, FL) practices systematic tactical asset allocation, a field where academic research and empirical testing are used to design portfolios that offer the higher returns per unit of risk. Contact: Michael J. Ritger at mritger@gmail.com. Website

 

Mira Life Science Ventures, Inc. (Boca Raton, FL & Belfast, UK). Investment, incubation, and development of disruptive technologies in life sciences. Contact: Dr. Kurt Gehlsen at kghelsen@miralifescienceventures.com or 520.904.8396. Website

 

Seaside 88, LLC (North Palm Beach, FL) provides smaller companies with growth capital in the form of an upfront payment in return for a share of future monthly revenues until Seaside achieves a negotiated return on its investment. Contact: William J. Ritger at wjr@seaside88.com or 561.891.1903. Website

 

 

HERE is information regarding participation in our Asset Manager Awareness Program.

 

For more detailed information, please contact one of the following individuals:

 

William J. Ritger at 561.891.1903 or writger@gmail.com

David Goodboy at 561.349.7300 or dave@pbhfa.org

 

PBHFA Home

 

 

The Asset Managers section of this website is operated jointly by Palm Beach Hedge Fund Association, Inc., a Florida corporation, and TickerBuzz, LLC, a Florida limited liability company. Neither PBHFA nor TickerBuzz are registered broker-dealers, and they do not give investment advice, endorsement, analysis, or recommendations with respect to any securities. All asset management services listed here are being offered by, and all information included on this site is the responsibility of the applicable issuer of such services. Each of our asset manager clients has represented that it is aware of the rules regarding general solicitations for its services and that it is in compliance with such rules. Neither PBHFA nor TickerBuzz have taken any steps to verify the adequacy, accuracy, or completeness of any information herein displayed, and neither PBHFA nor TickerBuzz nor any of their officers, directors, agents, and employees make any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy, or completeness of any information on this page or the use of information on this page. By accessing this page, you agree to be bound by the PBHFA Terms of Use and Privacy Policy. Neither PBHFA nor TickerBuzz make investment recommendations, and no communication, through this page or in any other medium, should be construed as a recommendation for any services offered on or off this platform. Services provided by asset managers may be speculative and involve a high degree of risk, and those investors who cannot afford to lose their entire investment should not invest with such managers. Some asset managers may have business models, products, and services that are not yet fully developed, operational, or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Funds held by asset managers may be highly illiquid, and those investors who cannot hold such investments for the long term should not invest. Additionally, investors may receive illiquid and/or restricted investments that may be subject to holding period requirements and/or liquidity constraints. Such investments should only be part of an overall investment portfolio.

 

The information regarding these asset managers has been provided by the managers themselves and is intended for discussion purposes only; the only definitive sources of information regarding an offering are the materials that you may obtain directly from the asset managers. These asset manager profiles are not a solicitation to invest with any asset manager and must not be relied upon for financial, legal, tax, or any other professional advice. Investor prospects should also carefully research and consider the risks inherent in investments with these asset managers. The information in each asset manager profile is subject to change without prior notice. Neither PBHFA nor TickerBuzz take any compensation relating to the success of any securities offering or investment into any of these asset managers. All fees that PBHFA charges an asset manager for a profile are disclosed here: Mira Life Science Ventures, Inc. paid PBHFA $7,500 for various investor introduction services, including this listing, and PBHFA paid TickerBuzz $500 for its services relating to this listing.

 

 

 

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