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Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
As a SEFCU shareholder, you will enjoy benefits not found in other financial relationships. Benefits that keep growing with each passing year to help you achieve your purpose. Established in 1934, today SEFCU is among the 50 largest credit unions in the U.S. with more than $3.5 billion in assets, 330,000 members, and 50 branches in the Capital Region, Binghamton, Syracuse, and Buffalo. SEFCU is committed to Changing Lives Every Day through the donation of time, talent, and treasure.
VGM Financial Services is a Waterloo, IA-based company in the Financial Services sector.
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it`s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative vision to the projects we undertake. Our in-house team includes experts in research, acquisition, credit analysis, development, accounting and finance, legal, compliance, leasing and asset management. We take a hands-on approach to our projects and are able to execute each step, from sourcing and enhancing value to disposition. Since 1994, CIM has led over $56 billion of projects in communities like Hollywood Boulevard, the Greater Loop in Chicago and the Flatiron District in New York. Our offerings to institutional and retail partners span the risk-return spectrum. While CIM has grown and evolved over the years, much remains the same. We take pride in our diversity and continue to cultivate an entrepreneurial and engaging work environment that exemplifies our core values of integrity, discipline and respect.
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