Ascend Strategic Partners

Sharmex Inc. is a financial services firm based in San Ramon, California, specializing in asset allocation across various investment classes, including equity and fixed income, real estate, and derivatives. The company focuses on developing strategic methodologies to meet the investment objectives of its clients. With a commitment to providing insightful venture capital solutions, Sharmex Inc. aims to empower clients through informed decision-making and tailored investment strategies. Their leadership and expertise in the financial sector enhance their ability to navigate complex markets effectively. Generated from the website

Royce Micro-Cap Trust Inc, located in Dublin, CA, specializes in small-cap investment strategies, offering a variety of funds including open-end and closed-end options, ETFs, and separately managed accounts. With a focus on small-cap opportunities, the firm is dedicated to providing robust investment solutions tailored to both individual and institutional investors. Founded in 1972, Royce Investment Partners has built a reputation as a small-cap specialist, emphasizing data-driven decisions and avoiding biases in investment processes. Their strategies encompass a wide spectrum of small-cap investments, including research insights and portfolio management to enhance value for shareholders. Generated from the website

Sobora LLC is a leading asset management and financial planning firm based in Pleasanton, CA. They specialize in providing industry-leading retirement services, capital markets expertise, and comprehensive financial planning solutions to individuals. With a dedicated team of investment advisors, Sobora LLC is committed to helping clients explore and maximize their investment opportunities. At Sobora LLC, their process is centered around delivering personalized and strategic solutions tailored to each client's unique financial goals. With a focus on asset management and retirement planning, they aim to provide individuals with the tools and guidance needed to achieve long-term financial success. With their expertise and commitment to client satisfaction, Sobora LLC is a trusted partner for individuals seeking comprehensive financial planning services.Generated from the website