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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Harvest USA, a registered broker dealer, is the U.S. distribution arm for Harvest Global Investments – a premiere global investment company. Harvest USA currently markets Harvest Funds Intermediate Bond Fund (HXIIX & HXIAX) to U.S. institutional and retail investors.
Fundtech Ltd. is one of the leading companies in Financial Services industry. Fundtech Ltd. is based in Jersey City, NJ. You can find more information on Fundtech Ltd. at www.fundtech.com
Meracord is a Tacoma, WA-based company in the Financial Services sector.
Orlando Credit Union is here to help you utilize better banking solutions to be the leader of your financial future. Our service and product offerings are Member designed, enabling ease of banking and building wealth.