2023 Sponsors
Intelligent Investing extends its deepest gratitude to our sponsors for their generous support and unwavering commitment to the success of the Intelligent Investing Summit. Their invaluable contributions, both financial and in terms of your precious time, played an integral role in making this event a resounding triumph.
Their belief in our vision and dedication to fostering innovation and knowledge sharing in the world of intelligent investing has not only made this summit possible but has also enriched the experiences of all our attendees. Their generosity has enabled us to bring together some of the brightest minds and thought leaders in the industry, fostering a collaborative environment.
Once again, thank you for your pivotal role in the Intelligent Investing Summit’s success. We look forward to the continued growth of our partnership and the positive impact it will have on the world of investing.
With deepest appreciation,
Hans Blake, CFA, CPA
Eaton Vance Corp.
Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Through five primary investment affiliates, Eaton Vance provides investment products to individuals, institutions and financial professionals in the US, including wealth management, defined contribution investment only and sub-advisory services. In 2005 it opened an office in London. In March 2021, Morgan Stanley completed its acquisition of Eaton Vance, a deal announced in October 2020. With the addition of Eaton Vance, Morgan Stanley now had $5.4 trillion of client assets across its Wealth Management and Investment Management segments.
Suggs Johnson
SuggsJohnson, LLC was founded in 2005 in Anderson, SC as an accounting firm with a simple plan: to serve a great group of clients and to enjoy doing it. Our firm has enjoyed consistent success serving clients ranging from individuals to start-ups to multi-state organizations. We’ve enjoyed that success because we remain resolutely focused on helping every client achieve the highest level of success possible.
In 2022, SuggsJohnson LLC added an office in Greenville, SC after merging with a respected local accounting practice. This addition continues to strengthen our position as a leader in the accounting and advisory space, and we look forward to the opportunities that lie ahead.
VISION
The vision of SuggsJohnson is to be the Premier Professional Services Firm to small and mid-sized businesses and their owners.
MISSION
SuggsJohnson LLC’s mission is to achieve our vision, as well as be our clients’ most trusted business advisor by providing outstanding client service through innovative solutions. We are committed to and embrace our values of:
- Integrity-in all that we do
- Excellence-in the service we deliver
- Expertise-constant pursuit of professional knowledge
- Relationships-with each other and those we serve
Arthurs And Company CPA, LLC
We are a full-service CPA firm licensed in SC. We are affordable, experienced, and friendly. We offer a broad range of services for business owners, executives, and independent professionals.
Disclaimer: Reference to any products, services, hypertext link to the third parties or other information by trade name, trademark, supplier or otherwise does not constitute or imply its endorsement, sponsorship or recommendation by Intelligent Investing, LLC.
