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Alderwood Capital was formed in January 2020 to provide advice, consultancy and support services to asset managers and regulated entities looking to make investments in the global asset management sector.
UMe Federal Credit Union is a Burbank, CA-based company in the Financial Services sector.
North Sound Capital is a Greenwich, CT-based company in the Financial Services sector.
Strategic Income Management is a Seattle, WA-based company in the Financial Services sector.
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.