| Name | Title | Contact Details |
|---|---|---|
Charles Brown |
Chief Operating Officer | Profile |
SIMA supports employers in streamlining business operations by integrating tax & accounting, employee benefits, payroll & workforce management, retirement plans and wealth management.
Element Payment Services is a Phoenix, AZ-based company in the Financial Services sector.
Research Affiliates is committed to be the preeminent source of insights and products that transform the global investment community for the benefit of investors. Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. We deliver solutions in partnership with some of the world`s leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. We also work directly with institutional clients. Research Affiliates was founded in 2002 and is based in Newport Beach, California.
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Idaho Central Credit Union is a Pocatello, ID-based company in the Financial Services sector.