Ryan McLaughlin

Provides assurance, auditing, tax, legal, technology and consulting & managed services

myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives.

DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market.

Functions as a College/University

Operates as a financial holding company whose subsidiaries provides banking and investment advisory services

PCA aims to offer integrated solutions to grow, protect and preserve their client’s wealth. The firm evaluates different active and passive solutions and selects the investment managers that offer the most potential return for client’s desired level of risk.

Matterhorn Capital invests in lower-middle market companies located in the United States. The firm targets companies operating in the field of real estate sector. It provides financing in the form of senior & subordinated debt, mezzanine debt, preferred equity for recapitalizations, growth, acquisitions, management buyouts and bridge financing transactions with an investment size of USD 4 - 25 million.