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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending, having acquired nearly $7.4 billion in assets on behalf of its clients and investors. We began with a simple vision to utilize innovative technologies and foster a world-class team that would grow into a leading financial services firm. Our employees and their minds are the backbone to the success of our business. Since its inception in 2009, the team has built a diversified financial services firm to serve businesses in an ideal and efficient manner. With a focus on innovation and superior service, while also fostering partnerships across its world class platform, Sabal Financial has become a leading player in the real estate and finance sectors. Sabal Financial holds a Primary Servicer rating of CS3, Construction Loan Servicer rating of CC3, and Special Servicer rating of CS2 from Morningstar. The firm also holds a Special Servicer rating of CSS3 from Fitch.
Revenue Services Group is a Vancouver, BC-based company in the Financial Services sector.
Origin is a financial well-being platform that partners with innovative employers to keep employees happy, healthy, and on the road to financial success. We believe that protecting your assets, family and future shouldn’t require a PhD in finance, so we built a company that puts financial management on auto pilot.