Stratton Group LLC Competitors

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.

Blue Horizon Advisors comprises of leading investment professionals in the UAE and is part of the wider Blue Horizon group that undertakes global strategic investments in public markets, private markets, venture capital and real estate. The Blue Horizon group is the independent private investment arm of a leading, multi-billion dollars single family office with a particular focus on Europe and the United States.

Financial Solutions Group (FSG) provides insight and knowledge during and in preparation for the significant financial events you will experience over a lifetime. We have a holistic approach to Financial Planning and Wealth Management. This includes our professional fiduciary services for milestones such as college education saving; protecting a young family; preparing for and enjoying retirement; and passing on a business or personal legacy and wealth to heirs. We have over thirty years assisting individuals and families throughout the country as they experience these and other milestones. Investment decisions are unique decisions that encompass the individual nature of your life and work, your habits and heuristics, your family and financials. At Financial Solutions Group, we specialize in the decision-making processes that are required to build and maintain wealth. These are important to anyone looking to be successful as they continue to purchase their financial freedom, provide opportunities to their loved ones, and create security. These innovative processes include (but not limited to): The Prudent Action Approach—A specialized Retirement and transition planning process The Quality Portfolio Process—Our answer to the taboo question in the financial industry: “What if we are wrong?” Entrepreneur Transformer—A program for business owners At the core of these processes and at the core of your experience with us is our mantra, “Providing Solutions that Help Simplify a Complex World”. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.