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Thornton Financial Services, Inc., is a San Diego, CA-based company in the Financial Services sector.
At Black Diamond Performance ReportingÔ, our mission is to provide a highly valuable, customizable performance reporting solution to independent wealth managers and financial advisors. Founded in 2003, we use the Microsoft .NET platform to provide our clients with a robust Internet based application to view the performance of their assets under management. Using an Internet application allows wealth managers to access performance reporting from remote locations and eliminates the need to install and run costly software. We view our clients as partners and work with them to ensure that our solution is flexible in meeting their performance reporting needs. Driven by this partnership mentality, our goal is to provide industry leading performance reporting that helps independent wealth managers drive revenue and increase productivity and efficiency. Black Diamond is a privately held company that seeks the opportunity to learn more about your performance reporting needs. We are eager to put our application and experience to work for you today.
Marts and Lundy is a Lyndhurst, NJ-based company in the Financial Services sector.
The Midwest Trust Company is one of the leading companies in Financial Services industry. The Midwest Trust Company is based in Leawood, KS. You can find more information on The Midwest Trust Company at www.midwesttrust.com
Threshold Group is a family office organization serving the financial and wealth management needs of a select number of families and family foundations throughout the United States. Investment Origins - Our approach provides closely personalized planning and service relationships, coupled with institutional-quality investment advice, research, and strategy. Our founders, the Russell family, created and eventually sold a global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.