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City National Rochdale works with financial advisors to provide investment management services to high-net-worth clients. Click to learn what we offer.
Saturna Capital Corp is a Bellingham, WA-based company in the Financial Services sector.
I-Bankers Securities is a Santa Monica, CA-based company in the Financial Services sector.
Wisconsin Business Development Service Company, LLC is a wholly owned subsidiary of Wisconsin Business Development Finance Corporation (WBD). The WBD Service Company works with loan funds that focus on either community or economic development. It also helps these clients find solutions that improve their portfolio performance and operational efficiency. By providing experienced grant writers, qualified loan closers, and servicing staff, we collaborate with local partners to increase a community`s prosperity.
Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.