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- Energya
- Scottsdale
Provides opportunities for infrastructure investments in Asia.
www.energya.com
- Capital Management
- Brookes-Avey Portfolio Management LLC
- Scottsdale
Specializing in growth stock portfolio management through its proprietary GEMS, BUGS, and Best Guess 2003 portfolios.
www.momentuminvesting.com
- Trendstat Capital Management, Inc.
- Scottsdale
Manages funds and portfolios using diverse financial instruments and systematic strategies for high net-worth individuals, retirement plans, and institutions.
www.trendstat.com
- Consulting
- Financial Planners
- Anstett Financial
- Phoenix
Providing clients with alternative solutions to complex financial issues such as wealth accumulation, life insurance, advanced disability transactions, estate, college, and retirement planning. Located in San Jose, CA, and Phoenix, AZ.
www.anstettfinancial.com
- Crossroads Capital
- Scottsdale
Fee-based consulting in non-qualified and qualified plans, tax strategies, retirement planning, and more.
www.crossroadscap.com
- Wealth Engineering, LLC
- Scottsdale
Independent fee-only certified financial planner offering custom investment management, retirement planning, and financial planning.
www.wealth-engineering.com
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