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AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
Landesbank Baden-Württemberg is a universal bank and the Landesbank for some Federal States of Germany.
Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.
Concord Services is a Chicago, IL-based company in the Financial Services sector.
Community Savings and Credit Union is a Surrey, BC-based company in the Financial Services sector.