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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
White River Credit Union is a Enumclaw, WA-based company in the Financial Services sector.
Ryan Beck Inc. is a Livingston, NJ-based company in the Financial Services sector.
Innovative Merchant Solutions is a leader in the bankcard processing industry. We are proud to be the processor-of-choice for hundreds of thousands of merchants, handling nearly $10 Billion in volume, annually. Our reputation has been built not only on
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.