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Mellon Capital is one of the leading institutional investment managers in the United States, with 657 clients representing $140.4 billion in assets under management as of January 31, 2009, which inclu.
Founded in 2013, PIRS Capital`s mission has been the same since day one; to combine our financial expertise with quality customer service to build lifelong relationships with our clients to ensure mutual success.
AMG Guaranty Trust, N.A. offers comprehensive, highly customized investment management, financial counseling and trust administration services to help you build, manage and protect your wealth. We help clients across the country, assisting high-net-worth
Coosa Pines Federal Credit Union is a Childersburg, AL-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.