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.
VersiFi is a digital asset trading and lending firm that combines a high-tech platform with high-touch services to help institutions trade and borrow efficiently. VersiFi`s plug-and-trade platform provides a single point of access for trading, borrowing, and lending, as well as custody services provided by third-party partners. Led by a team of proven industry professionals, VersiFi is determined to help digital assets reach their fullest potential.
Groundhog Enterprises is a Annapolis, MD-based company in the Financial Services sector.
Great Lakes Dealer Services is a Louisville, KY-based company in the Financial Services sector.
Transaction Insights provides financial services and insurance firms a unique and powerful way to identify and navigate the changes in your markets - helping you stay ahead and focus on what matters most.