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Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Cambrian Credit Union was established in 1959. Since then, we have grown to be one of the largest credit unions serving the Winnipeg and Selkirk marketplaces and among the first to launch a virtual division, Achieva Financial in 1998. With more than $4.6 billion in assets and over 66,000 members, we strive to help each of our members build strong financial foundations for making their dreams come true. This is not only our mission, but our core purpose.
Analyst Hub is an Independent Research Provider (IRP) Infrastructure Platform, headquartered in New York. Analyst Hub offers high quality sell side research analysts and data providers a path to owning their own business with a turn key solution. Our relationships provide sales and corporate access to relevant buy-side wallets, providing compliance and all the tools you need to start and own your own business. Our platform provides: Compliance & Legal Oversight Institutional Publishing Leading Market Data Providers Institutional CRM CCO Support & SA Review Branding & Legal Business Formation Technology Platform & Support Accounting Services HR & Payroll Management There are several macro challenges facing the sell side Wall Street Research market today including the post-financial crisis compliance culture where a “one-size fits all” approach is no longer acceptable. This is met with our customized compliance policies and procedures that are created at the highest standard based upon the strictest customer requirements. At Analyst Hub, we recognize talent and passion, and work hard to provide you the opportunity to pursue owning your own business that is both exciting and financially rewarding in a solution institutional buy side clients are asking for. Our independant model is predicted to be one of the only growing areas of sell side research in the MiFID II world, giving you the opportunity for growth in a no-growth environment.
First American Trust, F.S.B. is a Santa Ana, CA-based company in the Financial Services sector.
Sharefax Credit Union Inc is a Cincinnati, OH-based company in the Financial Services sector.