High-Net-Worth
Individuals |
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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
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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. |