YCG LLC Competitors

Kornitzer Capital Management is a full service investment management firm managing assets for institutions, mutual funds and private clients. Institutional clients benefit from our separately managed accounts, tailored to investment policy guidelines and tax requirements. With our approach to lifetime asset management, KCM helps our private clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. For more information or to schedule a complimentary consultation, fill out our Contact Us form. KCM is consistently ranked as one of the top 10 fee-based investment advisers in Kansas City, by assets under management, as ranked by the Kansas City Business Journal. In 2018 we held the #6 spot. KCM is a privately-held, employee-owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Getty Oil, Texaco and finally General Electric Investment Corporation (GEIC), where he ran investment portfolios for ERC and GEIC until founding KCM. The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management through our Kornitzer Private Client Services (KPCS) group, and pension, corporate, and foundation separate account management through our institutional services group. With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. Over the years, based on client request or need, we formed companies and alliances to better serve specific niches. KCM founded this fund family in 1994 and continues to serve as its manager. The family of no-load mutual funds consists of 10 publicly registered stock and bond funds and ...

Williams Jones was established in 1988 as a SEC registered investment advisory firm. We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers. We manage each portfolio separately according to a client's unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts. Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives. We utilize sophisticated portfolio management, research, trading and client reporting systems. The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.

Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a value-oriented mutual fund. The firm provides its high-net-worth clients with thoughtful financial advice, comprehensive financial plans and custom investment portfolios. Pekin Hardy Strauss Wealth Management is dedicated to delivering superior risk-adjusted returns by pursuing a disciplined value investing approach that minimizes investment risk with investors’ capital. The employee-owned, Chicago-based firm is committed to maintaining the highest standards of ethics and objectivity. For more information, visit https://pekinhardy.com/. Pekin Hardy Strauss Wealth Management is registered with the SEC as an investment adviser.