Mark Andrew Scott

RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.

RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities.

Part of Argentis Holdings LLC, Argentis Advisors, Inc. is a company that provides investment advice. The company is based in Morristown, NJ.

SumRidge Partners LLC (SumRidge) is a FINRA-registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded by Robert Morano and Thomas O'Brien in 2010. In 2022, they were acquired by Raymond James Financial, Inc. (NYSE: RJF). SumRidge is a fixed income electronic market maker that specializes in high yield and investment grade corporate bonds, municipal bonds, institutional preferred securities, and emerging market bonds. The firm uses its own balance sheet to facilitate flow trading, ensuring instantaneous execution for their diverse client base.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.