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Bradley, Foster & Sargent, Inc. is an investment advisory firm
providing high-quality, customized investment management services to
families, individuals and institutions. Located in Hartford,
Connecticut, the firm is independently owned and managed by the
Principals of the firm.
At a time when many investment managers are focusing on large
institutional clients, Bradley, Foster &
Sargent retains as a primary objective providing professional,
individually-tailored investment services to individuals, families,
entrepreneurs, professionals, nonprofits and smaller institutions.
We
seek to understand the personal goals of our clients, designing
every portfolio – indeed every decision – to meet those specific
needs. Our decisions are guided by the highest ethical and
professional standards, offering each client a relationship based on
personal knowledge, the highest levels of trust and investment
expertise.
At a time when many investment managers are focusing their attention
on large institutional clients, Bradley, Foster & Sargent retains as
a primary objective providing professional,
individually-tailored investment services to individuals, families,
entrepreneurs, professionals, non-profit organizations, and smaller
institutions. We seek to understand the personal goals and
unique circumstances of our clients, designing every portfolio –
indeed every decision – to meet those specific needs.
At Bradley, Foster & Sargent, we invest for the long term. Our first
priority is always capital preservation. We utilize rigorous
fundamental analysis to invest in high-quality companies with
identifiable prospects for earnings growth, when they can be
purchased at what we believe to be reasonable valuations.
Common stocks have proven to be the most effective means of
significantly outpacing inflation, and the best vehicle for
maintaining purchasing power over time. While the rate of earnings
growth
for these companies may slow in bear markets, high quality growth
companies that possess a strong business franchise, a solid balance
sheet and positive cash flow will usually emerge from an
economic or industry downturn as stronger participants in their
respective markets. By investing in these types of companies, we
seek to achieve capital preservation in adverse economic times,
and capital appreciation in more buoyant periods.
http://www.bfsinvest.com/
Hartford
CityPlace II, 11th Floor
185 Asylum Street
Hartford, Connecticut 06103-3402
Global insurance asset managers
Conning & Company was founded in Hartford, Connecticut in 1912.
Because of its early exposure to the insurance industry, the firm
quickly developed a reputation as an insurance industry and
equity specialist, serving the needs of major institutional
investors, as well as the senior managements of insurance companies.
We are always looking for talented and motivated professionals who
can contribute to the success of our international organization. If
you enjoy a fast-paced, intellectually stimulating environment,
working with analytical and conceptual thinkers and industry
experts, we would like to hear from you. We offer an attractive
benefits program.
Conning’s investment advisory services – customized for insurance
companies – are designed to meet a wide range of investment
management needs. From setting optimal investment strategies
to developing customized benchmarks, many of the same investment
services provided to our asset management clients are available to
insurance companies on a stand-alone basis.
As managements grapple with the complex issues of building a dynamic
enterprise risk management (ERM) process into the culture of their
organizations, they typically find that outside
expertise and tools are important ingredients for success.
Identifying, measuring and understanding risks are just the first
steps toward risk management and mitigation. Whether the initial
impetus comes from the Board, regulators or rating agencies,
managements that build ERM capabilities into their company’s core
business planning and decision making processes will make
more informed decisions, use capital more efficiently and enhance
shareholder value over the long term.
Conning Research & Consulting provides proprietary research services
to property-casualty and life-health insurers. We assist boards;
senior management; business development, marketing and
strategic planning areas; as well as research and business
intelligence groups. Our analysts have deep operating and analytical
experience in the insurance industry before joining us, and
Conning is able to put that experience to work to meet our clients’
wide-ranging needs. Our work for clients include:
* State level line-of-business reporting and premium forecasts
* Business expansion planning
* Detailed industry line-of-business and regional landscape reviews
* Competitive intelligence scans
* Executive level insurance industry surveys and reporting
* Executive and board level presentations on industry trends and
forecast
* Other primary and secondary research services
http://www.conning.com/
One Financial Plaza
Hartford, CT 06103-2627
USA
First New England Capital
First New England Capital (FNEC) provides debt and equity financing
to privately-held small and medium size businesses throughout the
United States. Since its inception in 1988, the firm has
invested approximately $100 million in over 60 companies in a broad
range of industries. FNEC manages a pool of capital in excess of
$120 million, comprised on three funds, each of which is
licensed as a Small Business Investment Company under the Small
Business Investment Act of 1958.
Our investment team has significant experience making investments in
small and medium size businesses allowing us to provide customized
financing solutions to companies seeking capital.
The specific terms, conditions and structure of our investments are
designed to match the unique circumstances of the companies in which
we invest and can include debt, preferred stock and
equity securities or a combination of these securities. Like many of
our portfolio companies, we are an entrepreneurial firm with the
ability respond quickly and with the certainty that companies
need in order to respond in real-time to new challenges and
opportunities.
First New England Capital targets for investment later-stage
companies with a sustainable market position with favorable industry
trends, a credible business plan with ample growth opportunities
and a demonstrated track record of revenue growth and strong
operating margin performance. We invest in businesses throughout the
United States with annual revenues between $10 million and
$150 million and minimum EBITDA of $2 million in a wide range of
industries. While we are generalists in our approach, we do prefer
investments in the areas of aerospace and defense, business
and consumer services, manufacturing, value-added distribution,
technology and healthcare.
Given our later-stage, subordinated debt bias, we approach potential
investment opportunities with a particular focus on a company’s
creditworthiness. That being said, the flexibility of our capital
allows us to provide equity financing along-side our debt
investments as well as on a stand-alone basis when warranted. We
typically invest between $2 million and $5 million in our
transactions
and, occasionally, we partner with other institutional investors to
meet needs of companies with larger financing requirements. In our
co-investment transactions, we tend act as the lead investor,
but will also participate as a member of a larger syndicate with
other respected institutional investors. Furthermore, we will
consider making smaller initial investments into companies where the
capital requirements of the business provide the opportunity for
follow-on investments in the future.
http://www.fnec.com/
100 Pearl Street • Hartford, CT 06103
Connecticut :
Financial Advisor in Hartford :
Financial Advisor in Manchester
: Financial Advisor in West
Hartford : Financial Advisor in Windsor
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