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The Presidio Group LLC is an independent financial services firm founded in 1997. They partner with clients to conceive and execute strategies designed to achieve their financial objectives and personal aspirations. Its advise and/or invest in entrepreneurially led companies, family businesses, private equity firms, and public corporations in the auto dealer sector. Specialization allows to deliver the authentic industry knowledge, experience, and relationships clients expect and deserve.

The Private Wealth Management Group, LLC is a investment management firm based in Worcester, United States. The Private Wealth Management Group, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

The Proper Analysis Corp. is a investment management firm based in Beachwood, United States. The Proper Analysis Corp. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

The Putnam Advisory Company is a investment management firm based in Boston, United States. The Putnam Advisory Company provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

An integrated merchant bank advising and investing in high growth sectors of technology, media and telecom. Offices in New York, San Francisco, Los Angeles, London, Shanghai and Mumbai.

The Randolph Company is a investment management firm based in Cincinnati, United States. The Randolph Company provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

The Rawlins National Bank started as a bank serving south central Wyoming and has grown to include the front range of Colorado. RNB currently has locations in Rawlins, Saratoga and Hanna, Wyoming, as well as Longmont and Lakewood, Colorado. It is proud to offer modern financial services, including internet banking, mobile banking, debit and credit cards and convenient ATM locations.

TRG's foundation was laid back in 1997 with the formation of its flagship investment banking subsidiary D. Livingston Reid & Co. LLC. In 1998, D. Livingston Reid & Co. LLC entered into a formal strategic alliance with the Global Structured Finance Group of HSBC Securities, Inc. and originated over $1.5 billion in principal value debt transactions. Also established in 1998 were DLR Ventures LLC, the firm's business ventures arm, DLR Asset Management LLC, and The D. Livingston Reid Foundation, a public charity with the goal to promote learning among less-privileged children between the ages of 6 and 12 years. In December 1998, the decision was made to combine all financial subsidiaries into a single surviving entity, The Reid Group LLC, to create, communicate, and build one recognized brand.

The Relaxing Retirement Coach, Inc. is a investment management firm based in Wellesley, United States. The Relaxing Retirement Coach, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

The Results Group, Inc. is a investment bank firm based in San Francisco, United States.