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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.
RQD* Clearing is a next-generation correspondent clearing provider, providing advanced clearing, custody and execution solutions built for the modern markets. With the industry`s first solution built entirely on cloud-native, real-time technology, the firm can quickly and seamlessly enhance the platform, mitigate emerging cybersecurity threats and offer a more efficient implementation that scales as clients grow. Supporting U.S. equities, options and ETFs, RQD caters to broker-dealers that service retail, institutional and active traders, foreign financial institutions and proprietary trading firms.
Comprehensive Compliance Solutions for Investment Advisors
Outsource your bank or credit unions vendor management. Venminder by Digital Compliance provides a comprehensive suite of vendor management software and services to assess, monitor and manage third-party vendor risks to your bank or credit union. Vendor Management - How to do it isn’t supposed to be a big secret or an impossible task. You just need the right tools that show you how. So... we created Venminder. And it’s broken down into modules so that you can buy what you need, when you need it.
The IT Asset Management Group is a Plainview, NY-based company in the Financial Services sector.