What’s New on South Lake Avenue
Fundamental Capital Management
Fundamental Capital Management is a registered investment advisor that provides multi-manager hedge fund opportunities for accredited individuals, family offices, and institutions.
Merrill Lynch
Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with their clients as strategic partners, they create and execute winning solutions, which address their clients’ most pressing strategic, financial and investment needs—anywhere in the world.
Murphy Investment Advisors, Inc.
DH Advisors
Vernon D. Baptiste, CPA
Phillips & Company
During Phillips & Company’s 72 years of existence, they have provided various services to their Individual, Corporate, Partnership and Fiduciary Clients. Services include preparation of income tax returns, tax planning, business financial planning, real estate analysis, preparation of financial statements, book keeping services and more.
Michael Di Pietro, CPA
Services encompass nearly every aspect of financial life. They are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.