For your better understanding of these companies and their back office supportive service, we have provided a brief description of these companies and some pertinent information regarding their supportive roles to our company and our clients.
TradePMR's Fusion SoftwareEvolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR’s Fusion platform offers tech solutions specifically designed for independent RIAs like Brandywine. TradePMR’s Fusion advisor workstation enables BFG to manage virtually every aspect of our practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers.
Deo, LaManna, Deo & Co., P.C., was established in 1993 as a local CPA firm providing a diversity of accounting, tax, consulting, and financial services. With over 75 years of combined experience in public accounting, the management of “DLD” has directed the firm towards “quality above all” in service to our clients. The firm's philosophy is that of a “boutique” shop, providing services on a client basis, based on the specific needs of our clients, not simply “boiler plate” accounting and tax services.
The firm specializes in the “closely held” and “family owned” businesses. DLD's philosophy and approach with our clients is to be an integral “part of the team.” In addition to auditing, accounting and tax services, the firm has expertise in the areas of business valuations, negotiations with tax authorities, business and personal tax planning, litigation support services, arbitration, and financial and estate planning services. DLD also provides management consulting services for closely held businesses as well as setup and structuring of business organizations.
Deo, LaManna, Deo & Co., P.C. is an American Institute of Certified Public Accountants “Peer-Reviewed” firm and is active in the New Jersey Society of Certified Public accountants. To learn more about Deo, LaManna, Deo & Co., P.C. please visit their website at: www.dldcpa.com
American Portfolios was founded by a group of independent financial professionals whose primary goal was to offer their clients solid investments without the pressure of having to sell products normally associated with sales organizations. As independent representatives of American Portfolios, we can make available to you some of the best products and services the industry has to offer.
In keeping with our focus on service to the client all general securities transactions are cleared through their numerous custodial arrangements. To learn more about American Portfolios please visit their website at: www.americanportfolios.com
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