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Threshold Group is a family office organization serving the financial and wealth management needs of a select number of families and family foundations throughout the United States. Investment Origins - Our approach provides closely personalized planning and service relationships, coupled with institutional-quality investment advice, research, and strategy. Our founders, the Russell family, created and eventually sold a global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.
Ouachita Valley Federal Credit is a West Monroe, LA-based company in the Financial Services sector.
WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
Falconit Company is a San Francisco, CA-based company in the Financial Services sector.
Novo is a banking platform that provides better business deposit accounts to todays companies and is powered by a network of FDIC-insured community banks. Novo is bringing small business banking into the modern age with easy-to-use tools for founders on the go.