| Name | Title | Contact Details |
|---|
We are IQ-EQ, a leading investor services group employing 3600+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients` needs. We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.
Marts and Lundy is a Lyndhurst, NJ-based company in the Financial Services sector.
INETCO Systems Ltd is a Burnaby, BC-based company in the Financial Services sector.
Westport was founded in 2005 by Russel Bernard and a core team of principals who collectively have over 100 years of Real Estate investment management, operating, consulting, and brokerage services experience. Our senior investment professionals have worked together for an average of nearly 20 years – at Westport for over a decade and previously at Oaktree, where Mr. Bernard led that firm’s global real estate investment business for 10 years. As an independent firm specializing exclusively in opportunistic real estate investing, Westport focuses on generating consistently attractive risk-adjusted returns through a wide range of value-added transactions, distressed assets, financial securities, off-market situations, operating partnerships, development opportunities both domestically and internationally, and `hands-on` solutions to complex situations on behalf of our investors. Westport operates from offices in: Wilton, Connecticut; Los Angeles, California; London, England; and Bozeman, Montana. Together with our investment teams, the firm’s Legal, Compliance, Operations, Accounting, Investor Relations, and Administrative professionals work in close partnership to ensure the institutional quality and rigorous standards of Westport`s investment products, client services, operating partners and our organization overall.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.