Sanders Capital LLC
Sanders Capital, LLC is a global investment manager with over $100 billion in assets under management as of December 31, 2024. It is led by individuals with many decades of experience in investment research and value-oriented portfolio management disciplines. Sanders Capital is a signatory to the Principles for Responsible Investment...
JFS Wealth Advisors
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life.
Since 1986, what began with Bob Jazwinski and a one-person office in Hermitage, PA, has evolved into a team of in-house subject...
Haven Wealth Group LLC
We were founded upon the belief that personal attention is paramount to success – ours and our clients'. When you entrust us as your investment advisor, you'll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
GFG Capital LLC
GFG Capital, LLC is a Miami-based multi-family office founded in 2003 by brothers Mauricio and Eduardo Gruener. The firm specializes in wealth management and investment services, focusing on a client-centric approach that tailors strategies to meet individual family goals. With a team of over 11 professionals, GFG Capital manages client...
Garda Capital Partners
Garda Capital Partners is an asset management firm that specializes in fixed income relative value strategies. Founded in 2015, with roots tracing back to 2003, the firm manages over $11 billion in assets and is headquartered in Wayzata, Minnesota. It has additional offices in Minneapolis, Copenhagen, Geneva, and Singapore, allowing...
Gainy
Gainy is a thematic investing platform that allows investing in stocks, ETFs, and TTFs.
Gainy's Thematic Trading Fractionals (TTFs) are a solution for investors who want flexibility and control but may not have the time or expertise for extensive stock research and portfolio optimization.
The Gainy platform is an optimal...
Fitch Ratings
Fitch Ratings is a prominent international credit rating agency, known as one of the "Big Three" alongside Moody's and Standard & Poor's. Established in 1914, the company has grown from a small publishing house in New York City into a global financial services organization. It is part of the Fitch...
First American Insurance Underwriters
First American Insurance Underwriters is a national insurance wholesaler established in 1981. The company specializes in a variety of insurance products, including life insurance, disability income insurance, long-term care insurance, and annuities. They focus on supporting insurance and wealth advisors by providing access to financial products, creative solutions, and exclusive...
FIBA
FIBA, the International Basketball Federation, is the global governing body for basketball. Established to promote and develop the sport worldwide, FIBA unites over 200 national basketball associations, covering nearly every country.
FIBA's key services include establishing and enforcing the official rules of basketball, setting standards for equipment and facilities, and...
Evolution Wealth Advisors LLC
Evolution Wealth Advisors is a Registered Investment Advisor with the SEC (however, our registration as an investment advisor does not imply any level of skill or training) managed by a group with over 20 years of experience in the Asset Management Industry.
Originally from South America, our team has been...
EPCOR Electronic Payments Core of Knowledge
EPCOR, or Electronic Payments Core of Knowledge, is a not-for-profit trade association focused on the payments industry. With a legacy of over 35 years, EPCOR provides education, guidance, and advocacy to its members, which include banks, credit unions, and other financial organizations across multiple U.S. states.
EPCOR's mission is to...
CyberSaint
Powered by patented AI and actuarial data, CyberSaint's CyberStrong platform enables enterprises to master their cyber risk posture and drive executive alignment by automating compliance and translating cyber risk into financial terms.
Fortune 50 titans, MSPs, and high-growth startups alike trade manual compliance assessments for automation, replace black-box scoring with...
ClearBridge Investments
ClearBridge Investments is a well-established global investment manager with a legacy dating back 60 years and $187.9 billion in assets under management as of March 31, 2024. We are committed to long-term results through active management.
Led by the insight of proprietary, fundamental research and a team of 43 Portfolio...
BOSS Retirement Solutions
B.O.S.S. Retirement Solutions assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We have 6 office locations in Utah, 2 in Washington and 1 in Idaho.
Tyson Thacker and Ryan Thacker are the co-founders of B.O.S.S. Retirement Solutions. They are hosts of Retirement Solutions...