| Name | Title | Contact Details |
|---|
At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients` hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication. We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention. We don`t sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed. Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.
iEmergent is a forecasting and analytics firm that provides forward-looking market intelligence to organizations and professionals in the banking, lending, and housing industries. iEmergent`s forecasts are market-based and drill down into communities, making the intelligence relevant to both high-level strategic issues and specific market challenges. In 2013, iEmergent released Mortgage MarketSmart, a powerful web-based application that helps organizations understand, analyze and leverage iEmergent`s intelligence to improve profitability, performance, and position. For over a decade, iEmergent`s forecasts of mortgage market opportunity and behavior have been the most accurate in the industry, and the company continues to explore new methods, new intelligence, and new applications to help organizations build sustainable, successful futures.
Diamond Retirement Planning is a Winnipeg, MB-based company in the Financial Services sector.
Whelan is a Menlo Park, CA-based company in the Financial Services sector.
Palo Alto Community Fed. Credit Union is a Palo Alto, CA-based company in the Financial Services sector.