Jordan Park Group

Mesirow is a financial services firm with a focus on investment, risk management, and advisory services. The company offers global alternative and traditional investment strategies, capital markets expertise, retirement services, and comprehensive wealth management. Mesirow primarily serves institutional, corporate, and individual clients with customized financial solutions. It was founded in 1937 and is based in Chicago, Illinois.

IG Wealth Management provides financial planning and advisory services within the financial services industry. The company offers services including retirement planning, investment solutions, estate and tax planning, insurance, and mortgage solutions. IG Wealth Management serves clients seeking integrated financial planning and wealth management. It was founded in 1926 and is based in Winnipeg, Canada.

Cerity Partners provides wealth management and financial advisory services across various sectors. The company provides services including investment solutions, estate and gift planning, financial planning, risk management, tax planning and preparation, and business transition planning. Cerity Partners serves high-net-worth individuals, businesses, and nonprofit organizations. Cerity Partners was formerly known as HPM Partners. It was founded in 2009 and is based in New York, New York.

Waverly Advisors is a company that offers financial planning and wealth management services. They provide services such as investment management, tax planning, estate planning, retirement planning, and financial advisory. The company serves private clients, businesses, and institutions with solutions for their financial needs. Waverly Advisors was formerly known as Warren Averett Asset Management. It was founded in 1999 and is based in Birmingham, Alabama.

James Investment Research specializes in comprehensive wealth management and financial planning services across various sectors. The company offers a range of services including estate planning, retirement strategies, tax planning, and investment management for individuals and institutions. James Investment Research primarily caters to the wealth management and financial planning needs of individuals and institutional investors. It was founded in 1975 and is based in Alpha, Ohio.

D. E. Shaw Group is a global investment and technology development firm that employs quantitative investing and risk management strategies. The company utilizes a mix of quantitative and qualitative tools to manage assets and identify sources of return across global public and private markets. It was founded in 1988 and is based in New York, New York.