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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Granite Bank, established in 1902 in Cold Spring, Minnesota, is a community-focused bank dedicated to serving Central Minnesota for over 120 years. Owned and operated by the Reiter family, the bank emphasizes a personal touch in its operations. Under the leadership of CEO Jerry Reiter, Granite Bank has grown from $80 million to over $300 million in assets since rebranding in 2015. The bank offers a variety of personalized banking services for individuals and businesses. These include personal checking accounts with online banking and mobile check deposit, business accounts tailored for efficient financial management, and various mortgage options to assist customers in homeownership. Additionally, Granite Bank provides services for college savings, investments, and insurance, ensuring a comprehensive approach to financial management. With a focus on small businesses and individuals, Granite Bank prides itself on excellent personal service and relationship-based banking, supported by core values of empowerment, agility, accessibility, and transparency.
Bristol County Savings Bank is a Taunton, MA-based company in the Financial Services sector.
Bank Of Whittier National Association Inc is a Whittier, CA-based company in the Financial Services sector.
Founded in 1955, Downers Grove National Bank (DGNB) is a wholly owned subsidiary of DG Bancorp. Inc., a one bank holding company. It was opened as an independent, community bank and remains so today. At Downers Grove National Bank you will find people