Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
West Partners is a Carlsbad-based private investment firm, with holdings in private and public companies. We are the private investment arm of the West Family. Our permanent capital base – with no outside investors – provides us with the flexibility to consider any type of investment and any type of structure. At West Partners, we invest for the long-term, and we are not required to exit investments to satisfy external parties.
Founded in 2007, we look for companies in growing markets, with strong management teams. We also invest in commercial real estate. Our team has more than 50 years of investment and operating experience in a wide range of industries.
West Partners is part of the West Family, which includes West Health Institute and its affiliated entities. Founded by Gary and Mary West, the West Health Institute is dedicated to lowering the cost of health care by driving patient-centered solutions that make quality health care more affordable, more accessible, and more efficient.
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