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Accu Banc Mortgage Corp is a Concord, CA-based company in the Financial Services sector.
Hooker and Holcombe is a West Hartford, CT-based company in the Financial Services sector.
We are an independent, leading provider of bespoke private wealth and corporate administration services to companies, individuals and families across the world. Our clients` interests are at the forefront of everything we do. We are focused on delivering excellence in client service at every opportunity. A consistent quality of thinking that has shaped our reputation for innovation and proven delivery for over 50 years.
Where cryptoassets and financial services merge. Create crypto model portfolios for your clients, view held-away wallets, integrate with your tech stack, and much more! By advisors, for advisors.
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.