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Swell is built on a belief that today`s biggest challenges will result in tomorrow’s leading industries. Our team identifies high-impact, high-potential companies that are focused on a positive future. We make their stocks available to you via our six thematic impact portfolios.
3 Mark Financial is one of the leading companies in the Financial Services sector.
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
Harris Financial Advisors Inc is a Torrance, CA-based company in the Financial Services sector.
Am and M Financial Services is a Pittsford, NY-based company in the Financial Services sector.