CEEREF Competitors

Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

Maple Capital Management, Inc. is an SEC Registered Investment Adviser with offices in Montpelier, Vermont and Atlanta, Georgia. Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have established a strong reputation as a trusted investment manager to institutions, insurance companies and families nationwide. We are committed to serving the investment needs of our clients with a disciplined investment philosophy, a strong focus on risk control, and an extraordinary level of client service. It is our mission to serve each client with the highest level of professionalism and integrity, and to provide individualized investment management.

In 1992, our founder, Peter Tanous, recognized a need for the type of conflict-free investment advice that was predominantly only available to large pension plans and endowments. He founded Lynx Investment Advisory with this goal in mind – to provide objective investment advice to a broad group of investors. Lynx is independent with no affiliation to banks or broker/dealers so clients receive recommendations unbiased by outside influence and aligned with clients’ investment goals. Lynx's clients are served by a team of highly trained professionals, many holding advanced degrees and/or CFA designations. Lynx's senior team has been together for over 14 years.