301 Lippincott Drive, 4th Floor • Marlton, NJ 08053
Phone: (856) 355-5905 • Fax: (856) 810-3995
With the resources and knowledge, our expert money managers provide our clients the advice and direction needed to maximize their investment potential. Below you will find short commentaries from two of our top money management companies:
Advisors Capital Management
ACM is an investment advisory firm located in Hasbrouck Heights, New Jersey that provides privately managed investment portfolios for individuals, institutions, financial professionals and their clients. Advisors Capital Management's private accounts are uniquely designed with no two portfolios alike. Investors will not experience insignificant holdings, modeled allocations, automatic rebalancing or excessive trading. Advisors Capital Management's separate account portfolios are for the discerning investor who is looking for individualized private account management. Each portfolio is tailored from an investor's unique investment policy taking into consideration personal risk levels and objectives. Dr. Charles Lieberman, a former federal economist, is Chief Investment Officer for Advisors Capital Management and can be frequently seen on CNBC and Bloomberg TV providing his unique insight about the market and the economy.
SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. We help private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth. SEI administers $402 billion in mutual fund and pooled assets and manages $164 billion in assets (as of 9/30/2010), through its subsidiaries and partnerships in which the company has a significant interest. SEI's corporate headquarters is in Oaks, Pennsylvania, USA, near Philadelphia. They also operate from offices in Canada, Hong Kong, Ireland, the Netherlands, South Africa, South Korea, the United Arab Emirates, and the United Kingdom and manage assets for clients such as AT&T and Comcast.
Securities offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. BJL Wealth Management, LLC and Cadaret Grant are separate entities.