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partnerS

Adi Dassler International Family Office (ADIFO)

Miami, Florida

ADIFO is a privately owned, independent, registered wealth advisory firm and multi-family office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler.  We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals.

BH Asset Management

Greenwich, Connecticut

BH Asset Management is a personalized and customized boutique investment management firm with over 30 years of fund management experience.  We are dedicated to providing asset management and strategic wealth services to you and your situation.

As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.  We achieve this through transparency, frequent communication, and an overall open architecture approach.


dimeo schneider & Associates

CHICAGO, Illinois

Our efforts center on the distinct purpose of helping clients prosper. This begins by providing advice that addresses your unique concerns, obligations and goals. Some important ways clients benefit from working with us include:

  • Extensive client engagement with bespoke services crafted to meet your unique requirements
  • Integrated approach to asset allocation combining both strategic and opportunistic implementation,
    which we believe increases the likelihood of investment success
  • Proprietary due diligence in sourcing and evaluating traditional investments, private markets,
    hedge funds and real assets leading to a customized, pragmatic portfolio
  • Innovative approach to portfolio rebalancing while assessing today’s allocation
    relative to strategic return and risk budgets
  • Discretionary services enabling clients to spend less time and money on oversight
    and administration and more time on their priorities
  • Greater peace of mind accompanies working with an advisor who acknowledges their role as a fiduciary

Kore Insurance

LIVINGSTON, NEW JERSEY

You face risks every day in your business and in your personal life. At KORE, we have dedicated ourselves to ensuring our clients always have the insurance protection they need when they need it. We take an aggressive and educated approach to helping our clients protect what is most important to them. We go way beyond selling insurance; we uncover and identify potential exposure to liability and find solutions to mitigate risk. Our team’s level of passion and dedication is combined with a legacy of success that delivers superior results on behalf of our clients.

Merchant investment management

NEW YORK, NEW YORK

Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access.

By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.

Podesta Capital Apollon

CHicago, Illinois

Our focus is purely on the data.

In evaluating investment opportunities in the financial markets, one of the biggest challenges is sifting through all the clutter. Our investment discipline focuses on earnings data to aim for stable, consistent growth.

A strategy employed for decades. Now with a modern twist.

When Brian Foley (father to one founder and uncle to the other) created our investment discipline in 1975, he evaluated equity securities the hard way: with pen, paper and a stack of over 300 earnings reports. Now our investment discipline leverages technology to analyze a significantly larger universe of potential U.S.-listed equity securities (currently over 12,000). Only the securities of those companies with our required earnings characteristics are eligible – regardless of Wall Street hype.

The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.