WAFRA Investment Group is a New York, NY-based company in the Financial Services sector.
Greylock Federal Credit Union is a community minded financial cooperative, member owned and not for profit. We are committed to treating everyone better than they expect and providing value-driven affordable products and services to our members which are designed to improve their lives. We strive to enhance and sustain the economic viability of the communities we serve. We will not compromise fiscal responsibility.
Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Defiances suite of rules based ETFs allows investors to express a targeted view on dynamic sub-sectors that are leading the way in disruptive innovations.