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Systematic Financial Management, L.P. is one of the leading providers in Financial Services. It is based in San Francisco, CA. To find more information about Systematic Financial Management, L.P., please visit www.sfmlp.com
The Capital Financial Group is one of the leading providers in Financial Services. It is based in Orlando, FL. To find more information about The Capital Financial Group, please visit www.cfginc.com
Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, protect against — and recover from — the "what ifs" in life. In today`s increasingly uncertain global business environment, Marsh helps clients to survive and thrive. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. Since 1871 clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who span industries, enterprises of all sizes, and include individuals, multinational organizations, and government entities worldwide. We are a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy, and people. With 60,000 colleagues worldwide and annual revenue exceeding $13 billion (as of Dec. 31, 2015), Marsh & McLennan Companies also include global leaders Guy Carpenter, Mercer, and Oliver Wyman.
Harbor Payments is the leading provider of corporate payments management for the Global 1000. Recently recognized by the Deloitte Fast 50 program as one of the fastest-growing technology companies in North America, Harbor Payments provides products,
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.