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First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
Dixon Associates is a Absecon, NJ-based company in the Financial Services sector.
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
Our team of engineers, ex-bankers and fintech-savvy leaders are pursuing an ambitious goal: to change the future of banking. Our solutions are changing the game and giving you the ability to shatter your frustrations so you can pursue any channel your customers want. With our solutions, your customers will be able to access their bank on the latest technology, and you`ll never be behind the curve. Our building block approach to interfaces, workflows, functionality and services gives you the ability to leverage our workflow engine that orchestrates everything as APIs. As a result, you, your teams and your bank or credit union can move fast, think big and lead strong–building relationships, reputations and deposits–in record time. Legacy technology doesn`t have to be your obstacle.
JMC Capital Partners focuses exclusively on executing a Platform investment strategy within the `Lower-Lower` middle market industrial product and technology sectors. We acquire companies with revenues between $5-35 million and execute an operationally focused integration strategy that is designed to accelerate company growth through acquisitions, operational excellence, and enhanced strategic direction.