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2. Oppenheimer Holdings - Wikipedia

   en.wikipedia.org/wiki/Oppenheimer_Holdings

   Oppenheimer Holdings Inc. is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The company, which once occupied the One World Financial Center ...

3. American Financial Group - Wikipedia

   en.wikipedia.org/wiki/American_Financial_Group

   Great American Financial Resources is a wholly owned subsidiary of American Financial Group and supplies a range of annuities, life insurance products and supplemental insurances to individuals and enterprises. The parent company, AFG, is owned principally by the family of financier Carl Lindner, Jr., who bought the company in 1973 and served ...

4. Affinity Partners - Wikipedia

   en.wikipedia.org/wiki/Affinity_Partners

   Affinity Partners is an American investment firm, based in Miami, Florida. It was formed in 2021 by Jared Kushner, Donald Trump's son-in-law who also served as a senior advisor during Trump's presidency. The firm has a focus on investing in American and Israeli companies. Its sources of funding are overwhelmingly from the Saudi Arabian government.

5. Capital Group Companies - Wikipedia

   en.wikipedia.org/wiki/Capital_Group_Companies

   Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .

6. Ameriprise Financial - Wikipedia

   en.wikipedia.org/wiki/Ameriprise_Financial

   Ameriprise Financial, Inc. Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]

7. Best balanced ETFs and mutual funds - AOL

   www.aol.com/finance/best-balanced-etfs-mutual...

   The Fidelity Balanced Fund is a mutual fund that seeks income and capital growth with taking reasonable risk. The fund holds about 60 percent in equity securities and 40 percent in bonds and other ...