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Kanaly Trust Company is a Houston, TX-based company in the Financial Services sector.
Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients. We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client’s investment needs and risk tolerance. Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business. To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice. With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client’s needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered “industry-standard”. At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.
Based in Los Angeles, Sage Park is an acquisition group focused on operational strategy and is renowned for the value creation we deliver for our clients. We invest tremendous time and energy to facilitate operational improvements, business strategies, direction, and growth. By aligning acquisition expertise with operational proficiency, we are able to create additional value through acquisitions of corporate and private divestitures. Sage Park is driven to offer versatile solutions to match our clients` specific business environments and needs. We collaborate with clients to create the ideal strategic approach to resolve the issues they face. We do so with open, honest dialogue and, although we stand behind our financial skills and talents, we always listen to and incorporate every insight our clients have to offer. We focus on accommodating all types of needs and quickly adapting when necessary. The result: efficient solutions are created and performance is significantly enhanced. That is how we define maximum value delivery.
Founded in 2000, Diamond Hill Capital Management, Inc. is a Columbus, Ohio-based independent investment management firm with significant employee ownership. We provide services to institutions and individuals through mutual funds and separate accounts. Our strategies include long-only equity, alternative long-short equity, and fixed income. We serve our clients by providing investment strategies that deliver lasting value through a shared commitment to our intrinsic value-based investment philosophy, long-term perspective, disciplined approach and alignment with our clients` interests. We believe intrinsic value is independent of market value and that competitive long-term returns can be achieved by identifying meaningful differences between the two. All of our portfolio managers are significant investors in the same portfolios in which our clients invest, ensuring that our interests are aligned with those of our clients. We are committed to achieving excellent long-term investment results and providing outstanding client service to existing and new clients. Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL).
Pacific Coast Capital Partners is a San Francisco, CA-based company in the Financial Services sector.