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AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor`s vision for working with clients and growing their practice. AssetMark, Inc. has approximately $32.4 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com. Disclosure: Posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices.
Washington Trust Bancorp, Inc. operates as the bank holding company for The Washington Trust Company that offers various banking and financial products and services to individuals and businesses. The company operates in two segments, Commercial Banking and Wealth Management Services. The Commercial Banking segment offers deposit accounts, including interest-bearing checking, noninterest-bearing checking, savings, money market, retirement deposit accounts, and certificates of deposit, as well as debit cards, ATMs, telephone banking, Internet banking, remote deposit capture, cash management, and merchant credit card processing services. This segment also provides various commercial and retail lending products, such as commercial real estate loans consisting of commercial mortgages, and construction and development loans; commercial and industrial loans; residential real estate mortgages; and consumer loans comprising home equity loans and lines of credit, personal installment loans, and loans to individuals secured by general aviation aircraft and automobiles. The Wealth Management Services segment provides asset management services for individuals, institutions, and mutual funds; financial planning and advisory services; personal trust services consisting of services as trustee, administrator, custodian, and guardian; and estate settlement, as well as institutional trust services, such as custody and fiduciary services. The company also operates as a licensed broker-dealer that markets investment programs, including mutual funds and variable annuities. As of December 31, 2012, it had 10 branch offices located in southern Rhode Island; 7 branch offices in the greater Providence area in Rhode Island; and 1 branch office in southeastern Connecticut. The company was founded in 1800 and is headquartered in Westerly, Rhode Island.
Fulton County Federal Credit Union is a Gloversville, NY-based company in the Financial Services sector.
DuTrac Community Credit Union, headquartered in Dubuque, Iowa is a $592 million, full-service cooperative financial institution owned by and serving more than 41 thousand members out of ten branches in the tri-state region. DuTrac Community Credit Union was chartered in 1946 to provide financial services to the employees of John Deere Dubuque Tractor Works. Since 1986, DuTrac has enjoyed serving individuals and families in the tri-state area.
Brauner Company is a Redwood City, CA-based company in the Financial Services sector.