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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Heartland Financial USA, Inc. is community to the core. Our unique business model provides the “big bank punch with the community bank touch”. As a multi-billion dollar multibank holding company with local decision-making, we are able to provide customers with all their banking needs—from opening a checking account or buying a home to opening the doors of your dream business or positioning, forecasting and managing the payments of your corporation. We offer uniquely different banking solutions for business and personal clients. Heartland`s independent community banks are chartered in the states of Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and California.. Other business lines include: - Trust, investment management and retirement plan services – offered through Wealth Advisory Services - Brokerage and investment services – provided through LPL Financial Institution Services - Consumer finance services – provided by Citizens Finance Co. - Home mortgage loans - provided by National Residential The Heartland vision is to differentiate itself by highlighting its uniqueness as a commercial banking organization supported by a strong retail delivery system. As one of the top 95 bank holding companies nationwide, Heartland delivers high-quality financial products and services to clients in the Midwestern, Southwestern and Western United States. Heartland`s common stock is traded through the NASDAQ® Global Select Market System under the symbol “HTLF.”
The Columbus-Franklin County Finance Authority was created by the City of Columbus and Franklin County as a port authority under Ohio law (Ohio Revised Code Section 4582). The Finance Authority is a government entity designed to provide financing to facilitate economic activity and capital investments by private, non-profit and public sectors in Central Ohio. Ohio law allows port authorities to construct facilities, issue bonds, make loans, and sell or buy real and personal property. The Finance Authority is an eligible issuer of tax-exempt and taxable debt. The Finance Authority can structure, package and coordinate the financing transaction with multiple lenders including commercial banks, state financing and other public sector financing. The Finance Authority can own property; hold title under a capital lease; and own infrastructure that is essential to a project, such as parking structures.
Bancolombia S.A. - Miami Agency is a Miami, FL-based company in the Financial Services sector.
Bank and Trust Company is a Litchfield, IL-based company in the Financial Services sector.