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Alera Group, formed in early 2017, has over 1,000 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, risk management and wealth management. Alera was created by the merging of 24 high-performing, entrepreneurial firms across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service.
Oceanview Life and Annuity Company focuses on providing high-quality retirement products and services to its policyholders and maintaining financial protection over the life of their policies. Oceanview offers fixed annuities that are distributed through networks of agents, banks, and broker-dealer intermediaries in select states. Oceanview has partnered with Oceanview Asset Management, LLC, a wholly-owned subsidiary of Bayview Asset Management, LLC (Bayview), to serve as Oceanview`s investment manager. In May 2018, Bayview raised $1 billion of equity capital from institutional investors to fund Oceanview. Bayview, headquartered in Coral Gables, FL, is an investment management firm primarily focused on mortgage credit. Bayview has a proven track record of investing since 1995 and manages Oceanview`s portfolio with an emphasis on high-quality mortgages and other related assets. As of June 30, 2021, Bayview oversees approximately $14.9 billion in assets under management.
Diligence is a Washington, DC-based company in the Financial Services sector.
Pathways Consulting Group is a Tucson, AZ-based company in the Financial Services sector.
NAS Financial Services is a Morristown, NJ-based company in the Financial Services sector.