John Han

OCA manages investment products which include corporate bonds, municipal bonds, cash instruments, mortgage-backed securities, asset-backed securities, and government securities.

F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing.

FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles.

Provides auditing, tax and advisory services

Provides brokerage services

CIM Group focuses on making and managing real estate and infrastructure investments in urban communities, located primarily in North America. They are process and research-driven investors who mitigate risk through the fundamental analysis of the long-term drivers of value in communities, such as the health of local private enterprises, population and demographic trends and the impact of revitalized or new infrastructure investments. CIM Group's investment strategy makes real estate or infrastructure investments through three distinct platforms. Each platform is diversified by geography and product type within its prescribed risk profile. The firm's platforms include: Opportunity Funds, Core/Stabilized Funds and Infrastructure Funds. Their Opportunity Funds focus on repositioning and development projects in established and emerging urban communities. CIM Group's Core/Stabilized Funds focus on well-positioned and operating properties in transitional districts. Their Infrastructure Funds focus on properties and services supporting the community and/or public interest such as renewable resources, utilities and parking.

Provides financing solutions