Carter Financial Management was founded in 1976 by company president Bill Carter (also no relation to President Carter nor his beer-branding brother Billy). Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). Carter Financial Management company offers asset management, tax, legal, and philanthropic services to high-net-worth individuals, as well as families, professionals, and business owners. Affiliate Carter Advisory Services performs financial planning services for estates worth $2 million to $100 million, while brokerage services are carried out by Raymond James Financial.

United Planners' Financial Services wants to unite its clients with financial success. The securities broker/dealer provides brokerage, insurance, and investment advisory services to more than 300 independent registered investment advisors that offer such services to individual investors and small businesses across the US. United Planners also provides back-office, technology, and compliance support and training. Clearing services are offered through a pact with Pershing. Founded in 1987, United Planners was acquired by Pacific Life later that year. United Planners' Financial Services of America became independent when its management bought back Pacific Life's stake in 2007.

In 1980, GTCR pioneered and investment thesis founded on the principle of growth through committed relationships with management partners. GTCR manages more than $8 billion in equity and mezzanine capital invested in a wide range of companies and industries. The firm principally invests in high-growth industries, including financial services and technology, healthcare, and information services and technology. Growth strategies are driven by industry dynamics and generally include a combination of acquisitions and internal growth.Capital under management is primarily provided by pension funds, endowments, and foundations. Portfolio company executives and the principals of GTCR have made significant investments in each of GTCR's funds. The firm's principals have invested in more than 100 companies, and are recognized for their ability to create value consistently throughout the investment life cycle.

Peterson Partners wants to grow its money where other companies are flourishing. The private investment firm invests in profitable small to medium-sized companies that earn more than $10 million in revenue. Targeting companies in the business services, transportation, and manufacturing sectors, Peterson provides capital, offers strategic advice, and installs management team members; it also assists in acquisitions and management-led buyouts. Its investments have included companies like JetBlue, Asurion, Franklin Covey, and Cranium.

Founded in 1985, International Monetary Systems (IMS) serves over 17,000 businesses and professional people representing 23,000 cardholders in 50 U.S. markets. The IMS network enables companies to acquire new business, create cost savings, and improve operations by taking advantage of barter opportunities in their business models. Based in New Berlin, WI and managed by seasoned industry veterans, IMS is one of the largest publicly traded barter companies in the world and is continually expanding its network by adding exchange locations. The company's proprietary transaction software, Trade Network Tracking System (TNT), enables businesses and individuals to trade goods and services throughout North America online using an electronic currency known as trade dollars.

Morgan Stanley was founded in 1935 and is headquartered in New York, New York. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. It operates in three segments: Institutional Securities, Global Wealth Management Group, and Asset Management. The Institutional Securities segment provides financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, and leveraged buyouts and takeover defenses, as well as shareholder relations; capital raising; corporate lending; investments; and sales, trading, financing, and market-making activities, including equity trading, commodities, and interest rates, credit, and currencies, as well as financing services, including prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services.The Global Wealth Management Group segment offers brokerage and investment advisory services covering various investment alternatives comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs; financial and wealth planning services; annuity and insurance products; credit and other lending products; cash management services; retirement services; and trust and fiduciary services. The Asset Management segment offers products and services in equity, fixed income, and alternative investments, which include hedge funds, fund of funds, real estate, private equity, and infrastructure to institutional and retail clients through proprietary and third party distribution channels. This segment also involves in investment activities.

Safra National Bank of New York was incorporated in 1987 and is headquartered in New York, New York. Private bank Safra National Bank of New York serves high-net-worth individuals, local businesses, and international corporations through branches in New York and Miami. It offers certificates of deposit, investment funds, money market instruments, alternative investments, and gold bullion. In addition to wealth management, the bank also performs equity brokerage services, bond trading, and correspondent banking. Safra National Bank is owned by the Safra family, benefactors of hospitals, synagogues, and universities in the US and abroad.

Burrill & Company is a life sciences merchant bank focused exclusively on companies involved in biotechnology, pharmaceuticals, diagnostics, devices, human healthcare and related medical technologies, nutraceuticals and wellness, agricultural biotechnology, and industrial biotechnology (biomaterials/bioprocesses) with over $950 million under management. Burrill's technical and venture investing competence spans the entire spectrum of life sciences. The expertise of the firm's investment team, strategic partners and Advisory Boards is unparalleled in depth and breadth. In addition, Burrill is a leader in life science strategic partnering, an invaluable practice to build value in portfolio companies and to accelerate their growth and development.Burrill is also the sponsor and facilitator of several leading annual industry conferences and publishes the seminal annual report on the state of the biotechnology industry. This combination of resources and capabilities has helped Burrill develop a unique and highly effective platform for finding and making outstanding life science investments.G. Steven Burrill founded Burrill & Company as a logical extension of his 40-year involvement in the growth and prosperity of the biotechnology industry. Mr. Burrill has been an active advisor and catalyst in some of the industry's most notable companies and transactions. Mr. Burrill's close involvement and respected position within the industry has positioned the firm as a prominent deal-maker and facilitator of industry partnerships and alliances, all of which fosters a robust deal flow. Further contributing to this deal flow are: the scientific and business networks of its investment team; the Advisory Boards; the strategic and financial network of its limited partners; and the close relationships developed with numerous life science companies and management as a result of Burrill's visibility, reputation, and the firm's partnering and alliance work.

Atlantic Trust Group helps the fabulously wealthy stay that way. A subsidiary of mutual fund manager Invesco, Atlantic Trust Group company oversees more than $15 billion of assets under management for wealthy individuals and families, as well as institutional investors such as foundations and endowments. Atlantic Trust Group company offers investment management products and services such as financial counseling, equity and fixed-income investments, trust and custody services, and tax and estate planning. Atlantic Trust Company also provides access to alternative investments such as hedge funds and private equity. Atlantic Trust has about a dozen offices in cities across the US.

Novak Biddle Venture Partners was established in 1997 to provide equity financing and assistance to the management of young, information technology companies. NBVP is backed by a number of the country’s most prestigious limited partners, and has over $580 million under management. Novak Biddle Venture seek investment opportunities where the combination of ideas, dollars, experience, and relationships can create long-term, sustainable value. While Novak believe that the vast majority of business plans Novak receive have many of the makings of viable companies, Novak are looking for additional key features in the businesses in which Novak invest.

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