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Assured Investment Management previously BlueMountain Capital Management, is a diversified alternative asset manager founded in 2003 based in the United States
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
Pacific Capital Bancorp (PCB) is a community bank holding company providing full service banking, including consumer and commercial lending, trust and investment advisory services, and other consumer and business banking products through its.
Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers and small and midsize enterprises with control over their financial data, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give everyone a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah.
Vineyard Capital Group was formed to co-invest with Private Equity Funds and High Net Worth Individuals in small to medium-sized