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Metro Credit Union is a Chelsea, MA-based company in the Financial Services sector.
Embracing Disruption through Investment in Transformational Technology Pasaca Capital invests in forward thinking ideas, entrepreneurs, and startups that have successfully commercialized gaps in the marketplace while striving to make the world a better...
Synergetic Communications is a Houston, TX-based company in the Financial Services sector.
Ryan Beck Inc. is a Livingston, NJ-based company in the Financial Services sector.
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.