Financial Services Clients

DLPR’s Financial Services clients include investment banks; wealth advisory and research firms; brokers/dealers; economists; and law, accounting, real estate, housing and various advisory firms.

  • Provides individuals with an efficient and liquid way to buy, own and sell physical, 100% fine gold and silver bullion, as well as Bitcoin.

  • Eaton Partners is one of the largest and most experienced independent placement agents in the world. The firm raises capital for hedge funds, private equity firms and other differentiated private investment funds.

  • JMP Group Inc. (NYSE: JMP) is a full-service investment banking and asset management firm.

  • An investment strategy and execution firm specializing in translating proprietary market intelligence into specific trading ideas for institutional investors.

  • Houston based, registered investment advisor that specializes in retirement and financial planning.

  • Okapi Partners LLC is a leading proxy solicitation and investor response firm that advises corporations, institutional investors and mutual fund companies.

  • A wealth management firm based in San Rafael, California. The firm has more than one billion dollars under advisement.

  • Raymond James is a publicly held financial services firm with total client assets of more than $450 billion.

  • Training The Street (TTS) provides instructor-led courses to investment banks, business schools, and top universities worldwide. It offers training programs to Wall Street’s ten largest banks, as well as 23 of the 25 highest ranked MBA programs in the U.S.