| Name | Title | Contact Details |
|---|
Lake Trust Credit Union, as Michigan’s fourth largest credit union and headquartered in Lansing, stretches from Lake Michigan to Lake Huron and Lake Erie. More than $1.6 billion in assets and 21 branches strong, Lake Trust provides its almost 158,000 members best-in-class products and offers individualized, trust-based member service. Membership is open to anyone within its 35-county service area.
Incorporated in 1994, Hawaii-Western Management Group, Inc. (HWMG) is one of the largest insurance management services companies in Hawaii. Today, the entirely employee-owned company provides customized third-party administration support for self-funded employer groups and fully insured health plans by utilizing its exceptional infrastructure, technology, expertise and provider network.
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
iQ Credit Union has provided members with intelligent financial services that deliver unbeatable value since 1940. The Credit Union helps consumers and business members make smarter banking decisions to maximize their finances and enjoy life`s journey. The credit union is a member of the CO-OP Network giving members access to over 30,000 ATMs nationwide for free. Insured by NCUA and Equal Housing Opportunity. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. iQ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at iQ Credit Union are licensed to transact securities business in OR and WA.
Prudent Investors Network Inc is a Vista, CA-based company in the Financial Services sector.