Smith Asbury Llc. Competitors

Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management expertise that clients need to meet their investment goals. Depending on a client’s needs and preferences, Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on specific asset classes, such as alternatives (e.g., venture capital/private equity, real estate, and/or hedge funds) or international investments, or manage strategies with high potential for adding value. Customized liability-driven investing (LDI) solutions, whether through an integrated total portfolio approach or a targeted long-duration strategy, are also available, as are solutions that address mission-related investment objectives. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower clients to achieve transformational impact through inspired investing. ®Strategic Investment Group is a registered service mark of Strategic Investment Management, LLC.

Vertex Solutions is a human capital performance and learning technologies company. We have partnered with more than 80 federal agencies and hundreds of commercial organizations to ensure sustainable success through end-to-end, technology-enabled learning and development solutions. Our customized, scalable services have been deployed across a range of functions, levels, and geographies for more than 25 years. Vertex Solutions understands the entire learning system and how to incorporate innovative methods and technologies to improve training effectiveness while reducing overall costs. We help our clients successfully deploy new business processes to enhance learning programs, develop customized learning content that aligns with organizational goals, implement new performance technology systems, and boost training program adoption through targeted communications strategies. Vertex Solutions is a technology provider focused on improving performance with learning technology, including Extended Reality (XR) systems integration, 3D modeling, Simulation, Animation, and pilot training. Vertex is the preferred vendor for helping individuals learn faster, recall longer, and perform better in their jobs. Precision Without Pause

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.