| Name | Title | Contact Details |
|---|
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Gravity Payments is one of the leading providers in Financial Services. It is based in Carmel, IN. To find more information about Gravity Payments, please visit www.gravitypayments.com
TruStone Financial Federal Credit Union is a Minneapolis, MN-based company in the Financial Services sector.
Spring Point Capital is a San Francisco, CA-based company in the Financial Services sector.