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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Charlotte Metro Credit Union aka CMCU is a Charlotte, NC-based company in the Financial Services sector.
Clelland is a La Jolla, CA-based company in the Financial Services sector.
Pathward Financial, Inc.™ (Nasdaq: CASH) is a U.S.-based financial holding company driven by its purpose to power financial inclusion for all™. Through our subsidiary, Pathward™, N.A., we strive to increase financial availability, choice and opportunity across our Banking as a Service and Commercial Finance business lines. These strategic business lines provide end-to-end support to individuals and businesses.
U.S. Trust is a bank holding company for U.S. Trust Co. of New York, providing investment management and banking services. (Source: 10-K)