| Name | Title | Contact Details |
|---|---|---|
Wendy Williamson |
Vice President of Digital Delivery | Profile |
ECP (Energy Capital Partners) is an investor in critical infrastructure focused on electrification, decarbonization, reliability and sustainability. Founded in 2005, ECP`s investment team has an early mover advantage in the sector as we have been successfully investing through multiple energy transitions over the last 30 years, including ECP`s senior partners whom have been investing in critical electrification and decarbonization real asset infrastructure since the mid 1990s and are experienced owners of ESG-related businesses. With 67 employees and over 550+ years of cumulative energy experience, ECP is built on cutting edge strategies and opportunities linked to decarbonization and clean energy.
Financial Guidance Group is a Berea, OH-based company in the Financial Services sector.
Telco Triad Community Credit Union is a Sioux City, IA-based company in the Financial Services sector.
Callodine Commercial Finance (“CCF”) is a provider of asset-based loans to middle market companies in the U.S. and Western Europe. CCF serves as a complementary financing source, filling a gap between where traditional capital providers are comfortable lending and the capital a company needs. CCF is a subsidiary of Callodine Group.
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.