Name | Title | Contact Details |
---|---|---|
Denise Jacob |
Chief Information Officer | Profile |
James Smith |
Chief Technology Officer | Profile |
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
Kitco is a Rouses Point, NY-based company in the Financial Services sector.
First Source Federal Credit Union is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about First Source Federal Credit Union, please visit www.fsource.org
Tax is a Little Rock, AR-based company in the Financial Services sector.
Beacon Credit Union is a Wabash, IN-based company in the Financial Services sector.