| Name | Title | Contact Details |
|---|---|---|
Jennifer Williams |
Director of Compliance | Profile |
Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.
About: Since 1998, Universal Funding Corporation has served clients in a variety of industries including oilfield & energy, trucking & transportation, and staffing, printing, business service providers and manufacturing with personalized invoice factoring services. Considered one of the country’s premier invoice factoring companies, Universal Funding Corporation is based in Spokane, Washington and provides financial services for companies throughout the United States.
The OCIM group was established in Paris in 1961 by the Mathiot family. As a real estate developer, its initial activity was the construction and sale of residential properties. OCIM built several thousand apartment units and homes in France, mostly in the Paris area, and also developed commercial real estate and public buildings, including a school, a library, and hospitals. OCIM`s vision was to build real estate properties not only for sale, but also for rental. In the 1980`s, OCIM acted as its own asset and property manager through the ownership of a portfolio of real estate assets that generated rental income. As a synergy to its land purchases for the construction activity, the Mathiot family also invested in natural resources assets including farmland, livestock, and forestry. After three decades of growth in its core business, in the 1990`s OCIM began diversifying its asset base into other alternative investments such as private equity and venture capital. The financial crisis of 2008 convinced OCIM`s principals to seek safe-haven assets for wealth protection purposes, leading to a significant allocation into coinage precious metals such as physical gold and silver. Since 2018, OCIM has expanded its metals trading capacity in the Metals & Mining industry with its Geneva and Toronto based subsidiaries and has experienced strong growth and profitability trading and funding the value chains.
Financial Counseling Inc is a Dayton, OH-based company in the Financial Services sector.
Founded in 2006, NMS Capital Advisors, LLC is a leading full service, global focused investment banking, securities and asset management firm headquartered in Beverly Hills, California. We provide a full array of investment banking and advisory services including debt and equity capital raising for public and private companies, mergers and acquisitions, cross-border advisory, private equity and hedge fund advisory, valuations and fairness opinions, EB-5 capital advisory, securities brokerage and other strategic advisory services. Together with our affiliated registered investment advisory firm, NMS Capital Asset Management, Inc. we offer wealth management, alternative investments, insurance and asset management services. NMS Capital Advisors is registered broker-dealer with the Securities and Exchange Commission. We are members of the following: Financial Industry Regulatory Authority (FINRA) Municipal Securities Rulemaking Board (MSRB) Securities Investors Protections Corporation (SIPC)