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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Hazeltree is the leading Treasury Management solution provider, serving hedge funds, asset managers, fund administrators, insurance companies and pension funds with powerful, proactive performance enhancement and risk mitigation capabilities that generate operational alpha, reduce a range of risks and streamline operations. Hazeltree’s integrated treasury management solution includes comprehensive cash management, securities financing, collateral management, counterparty management and margin management capabilities. Hazeltree is headquartered in New York with offices in London and Hong Kong.
First Capital Corporation is one of the leading providers in Financial Services. It is based in Iowa City, IA. To find more information about First Capital Corporation, please visit www.firstcapital.com
DuTrac Community Credit Union, headquartered in Dubuque, Iowa is a $592 million, full-service cooperative financial institution owned by and serving more than 41 thousand members out of ten branches in the tri-state region. DuTrac Community Credit Union was chartered in 1946 to provide financial services to the employees of John Deere Dubuque Tractor Works. Since 1986, DuTrac has enjoyed serving individuals and families in the tri-state area.