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Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
A1 Nationwide Founded in 2010 by a veteran of the asset logistics, recovery and lender servicing industry, A1 Nationwide is among the leading providers of asset field services, in conjunction with other lender aligned offerings, in North America. Headquartered in South Carolina, the scope of services offered span the United States. As a national service provider to lenders and other stakeholders in the automotive industry, the company offers a radically effective engagement format. A1 employs innovative technology, techniques and risk mitigation methodologies to consistently deliver efficiency while maintaining virtually unsurpassed standards of customer service in an industry in deep need of such leadership.
First National Financial Svc is a Elk River, MN-based company in the Financial Services sector.
Factor4 is a leading provider of omnichannel gift card and loyalty program solutions. Their API, RewardOS, allows for effortless feature rich integration to a wide range of point of sale devices.
Gerald Modell Inc is a New York, NY-based company in the Financial Services sector.