Name | Title | Contact Details |
---|
We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. We can help you live retirement on your terms.
Coronal Group is an alternative energy firm that finances and operates solar PV projects for institutions, municipalities, corporations and non-profit organizations throughout the U.S. and Canada. The Coronal team, which brings more than 80 collective years of successful asset and investment management experience, and a strong record of solar project development, has been recognized by the White House Office of Innovation and Civic Participation as thought leaders in the solar industry. The Coronal-Panasonic partnership delivers a comprehensive end-to-end solution to facilitate the development and commercialization of solar PV projects in the commercial, municipal and utility markets from inception to commercial operation – services include construction and equity financing, engineering, procurement and construction (EPC) and the operations and maintenance (O&M) of the systems. In January 2015, Coronal Group acquired the majority of the assets of HelioSage Energy and formed Coronal Development Services (CDS), uniting two solar PV industry leaders with Panasonic Eco Solutions, a global technology giant, to provide the North American utility market with the most robust, fully integrated, end-to-end solution available.
Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 95 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
Colorado Society of CPAs is a Denver, CO-based company in the Financial Services sector.
Graphic Arts Credit Union is a Houston, TX-based company in the Financial Services sector.