| Name | Title | Contact Details |
|---|
Overland Bond And Inv Corp is a Chicago, IL-based company in the Financial Services sector.
The word “legacy” should apply to DNA, in its complexities and power of transference. It should apply to great leaders—their words of wisdom and future impact down the line. And it should apply to pedigree. But the word “legacy” should not apply to technology utilized for investing and ensuring transparency. The world has changed. And while consumer technology pioneers greater user experiences and smarter back-ends—the financial industry lurches forward, shackled by the hunt for alpha in a world where speed is a must and operations are their own asset class. We developed our technology, unencumbered by legacy code, and free from the unnecessary complications of disparate systems—to give the asset management community a better way of staying competitive; the modern tools you need to hit the next water mark. Client-developed and born in the cloud, our solutions are the answer to the growing challenges in the asset management industry—because, our solutions grow ahead of the industry.
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Central Willamette Community Credit Union is one of the leading providers in Financial Services. It is based in Greensboro, NC. To find more information about Central Willamette Community Credit Union, please visit www.centralwcu.org
Preferred Warranties Inc is a Orwigsburg, PA-based company in the Financial Services sector.