Greenbacker Capital Management LLC is a financial advisory firm based in Portland, Maine. It currently has approximately $3,050,000,000 of assets under management and employs about 200 people. Greenbacker Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Vigilant Wealth Management is a private wealth management firm established in 2002, specializing in tailored investment and wealth planning solutions for high-net-worth individuals, families, and various entities. The firm offers discretionary investment management and wealth planning services, including advice on investment, financial, retirement, estate, tax, insurance, banking, credit, and charitable planning. Clients have the option to impose restrictions on investments, and Vigilant provides Family Office Wealth Management services for qualified client families. Vigilant employs a disciplined investment process based on client needs, goals, risk tolerance, and investment constraints. The firm may invest in various asset classes, including individual securities, sector securities, market-index securities, and publicly traded investment companies. Vigilant's investment strategy involves diversification to manage risk and pursue long-term financial objectives. Clients are charged fees based on a percentage of assets under management, with a fee schedule that is negotiable based on various factors. Vigilant primarily manages client accounts on a discretionary basis, allowing the firm to direct transactions without client consultation. The firm also provides insight into its proxy voting policies, code of ethics, and use of third-party vendors for certain functions. Vigilant does not have a history of disciplinary events and does not participate in wrap fee programs. The firm's commitment to acting in the best interests of clients is emphasized throughout its investment and business practices. Clients receive regular account reviews and statements, ensuring transparency and accountability in the management of their assets.

HeadInvest, LLC is a Registered Investment Adviser established in 1989 and is 100% owned by C-DSK LLC. The firm is located in Portland, Maine, and offers discretionary and non-discretionary securities portfolio management services for various clients, including individuals, trusts, endowments, foundations, and retirement plans. They provide holistic financial advice, including financial planning services tailored to individual needs. The firm follows a three-step process for constructing customized portfolios, utilizing a Price/Value Analysis framework for security selection. Investment strategies include Core Growth, Dividend Value, and Custom Portfolio Services. HeadInvest charges an annual fee for portfolio management services up to 1.25%, with a minimum fee of $10,000 per year. The minimum account size is $1,000,000, but exceptions are considered on a case-by-case basis. The firm acts as a fiduciary, ensuring that clients' best interests are prioritized. HeadInvest does not charge performance-based fees and does not maintain custody of client assets. They recommend qualified custodians and brokers for asset custody and trading services. The firm reviews client accounts quarterly and provides detailed reports regularly. HeadInvest has adopted proxy voting policies and procedures to ensure votes are cast in the best interest of clients. The firm has no disciplinary history and maintains financial stability.

Portland Global Advisors, LLC is a registered investment adviser managing portfolios on a discretionary basis since 1994. The firm specializes in providing Discretionary Management Services and Consulting Services to high net worth individuals, trusts, retirement plans, IRAs, and Donor Advised Funds. The firm's investment strategy focuses on asset allocation, diversification, and customized portfolio construction based on clients' Investment Goals. PGA does not impose account minimums and managed over $1 billion in client assets as of December 31, 2024. The firm charges a management fee of 1% per annum on the first $1 million of assets and 0.50% per annum on the remaining assets. Clients may negotiate fees based on various factors. PGA does not charge performance-based fees and does not have any disciplinary events. The firm does not receive compensation for client referrals and does not maintain Soft Dollar Arrangements. PGA provides ongoing reviews of client accounts, quarterly reports, and periodic market commentary. Clients maintain custody of their assets at third-party Custodians, and PGA provides Discretionary Management Services with full investment discretion. Clients retain proxy voting responsibilities for their securities. PGA has not been subject to bankruptcy and has no financial conditions impairing its ability to meet client commitments.

Old Port Advisors, Inc. is an investment advisor firm registered with the SEC since 2001, originally founded in 1994. The firm offers personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, charitable organizations, and businesses. They also provide Fiduciary Consulting to employers and retirement plan sponsors. Operating under the Fiduciary Standard, the firm is legally obligated to act in clients' best interests. As of December 31, 2022, they managed 903 clients and $651 million in assets, with a minimum Investment Management balance of $250,000. Fees are charged based on the value of assets under management, with Investment Management fees ranging from 0.625% to 1.00%. Financial Planning fees range from $500 to $5,000 for a full plan, and Wealth Management services are available for clients with $500,000 or more in assets. The firm's investment strategies include a mix of domestic and international securities, bonds, and funds. They utilize macroeconomic analysis, technical and fundamental criteria, and provide ongoing client reviews. Clients are advised on potential risks, including interest rate, market, inflation, and currency risks. The firm does not engage in performance-based fees and does not have custody of client assets. Clients receive quarterly account statements and performance reports. The firm does not vote proxies but offers consultative services on proxy-related matters.

Great Diamond Partners, LLC is a registered investment adviser based in Portland, Maine, established in 2019. The firm offers discretionary portfolio management services, providing tailored investment advice to meet clients' needs and objectives. Clients grant discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and make transactions without prior approval. The firm may also offer non-discretionary portfolio management services, requiring client approval before executing transactions. Great Diamond Partners may invest client assets in model portfolios developed by the firm, designed for varying risk tolerances. The firm has a contractual relationship with Dynasty Financial Partners, LLC, providing operational support and access to a network of service providers. Dynasty charges a separate Platform Fee in addition to the annual investment management fee. Great Diamond Partners offers financial planning services, including comprehensive financial planning and single subject planning, with fees based on an hourly rate or an annual flat fee. The firm also provides business transition planning services, with fees based on an hourly rate or a fixed fee. Additionally, the firm may recommend fee-based insurance products, charging an annual advisory fee based on the value of the insurance product. Great Diamond Partners does not accept performance-based fees, participates in side-by-side management, or vote proxies on behalf of clients. Clients receive trade confirmations and statements from the custodian, and the firm conducts account reviews at least annually to ensure services align with clients' needs and objectives. The firm does not have any disciplinary information or financial impairments that would affect its ability to meet contractual commitments. Great Diamond Partners does not vote proxies on behalf of clients and may effect wire transfers from client accounts with written authorization. The firm does not have physical custody of client funds or securities and does not require prepayment of fees exceeding $1,200 six months in advance. Clients are responsible for exercising their voting rights as shareholders.

Aries Wealth Management, LLC is a financial advisory firm based in Portland, ME, established in 2015 by Jason Viola. The firm offers a range of investment advisory services, including asset management, comprehensive portfolio management, and retirement plan consulting. Aries Wealth Management emphasizes continuous account supervision and tailors investment strategies to meet individual client needs. The firm's investment strategies include long-term purchases, short-term purchases, trading, and option writing. For asset management services, fees are charged based on a percentage of assets under management, with rates varying depending on the account size. The firm does not accept performance-based fees. Aries Wealth Management acts as a fiduciary, committed to acting in the best interests of clients. The firm does not sell securities for a commission in advisory accounts and does not receive compensation for client referrals. Clients have the option to place reasonable restrictions on investments held in their portfolios. The firm does not participate in wrap fee programs and manages regulatory assets totaling $530,707,864 as of December 31st, 2024. Aries Wealth Management conducts quarterly reviews of client accounts and provides financial planning and consulting services on a case-by-case basis. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure.

Robinson Smith Wealth Advisors, LLC (RSWA) is an independent fee-only financial planning and investment management firm established in January 1995. The firm serves individuals, families, charitable organizations, corporations, and pension and profit-sharing companies nationwide. RSWA offers investment management services, financial planning, consulting services, and advisor selection services. As of December 31, 2022, the firm had approximately $288,544,299 in assets under management, with $267 million managed on a discretionary basis and $21 million on a non-discretionary basis. Clients can engage the firm on a discretionary or non-discretionary basis, with investment strategies including long-term and short-term purchases, ESG investing, and real estate private equity funds. RSWA primarily allocates assets among various investment options, including mutual funds, ETFs, individual securities, and more. The firm charges an annual fee based on a percentage of assets under management, with additional fees for extraordinary planning services. RSWA does not charge performance-based fees, requires a minimum investment of $1,000,000, and acts with investment discretion. Clients are encouraged to review financial planning issues annually, and the firm does not receive compensation for client referrals or provide voting services for client securities.

Penobscot Financial Advisors is a financial advisory firm based in Portland, Maine. It currently has approximately $264,134,196 of assets under management and employs about 11 people. Penobscot Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.