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We serve growth-oriented businesses that are healthy and thriving, have a good business model, and seek a diversified capital structure. We provide access to cost-effective capital without the rigidity of a bank, and we do not seek control of your business like a private equity or venture capital firm would. We are intentional about who we work with—we work with people who understand our value system. We are passionate about having the fruits of our work enrich the lives of our stakeholders and communities, and we work with people who share that passion. Our worldview defines the way we interact with people, and it impacts the way we define success. We believe in cultivating significance over success. That mission thus goes beyond financial or professional success and includes having a positive impact on the people around us and on the communities in which we live and work.
Whitefish Credit Union is the largest credit union in Montana and located in Whitefish, Montana, United States.
Cliff's Check Cashing is a Carrollton, TX-based company in the Financial Services sector.
BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.
HAR-CO Maryland Federal Credit Union is a Bel Air, MD-based company in the Financial Services sector.