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Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Digital currencies are poised to radically transform our financial system, but it won`t happen overnight. At Grayscale Investments, we believe investors deserve an established, trusted, and accountable partner that can help them navigate the gray areas of digital currency investing. That`s why we are building transparent, familiar investment products that facilitate access to this emerging asset class, and provide the springboard to invest in the new digital currency-powered “internet of money.”
Hamilton Mortgage Co is a Grand Rapids, MI-based company in the Financial Services sector.
GMA Financial Consultants is a Indianapolis, IN-based company in the Financial Services sector.