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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
With net assets of almost $20 billion, OPTrust invests and manages one of Canada`s largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with almost 95,000 members and retirees. OPTrust was established to give plan members and the Government of Ontario an equal voice in the administration of the OPSEU Pension Plan and the management of the assets through joint trusteeship. OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU and five by the Government of Ontario. OPTrust is subject to federal and Ontario laws and regulations governing registered pension plans. As the plan administrator, our role is to prudently manage the Plan`s assets, ensure that members and retirees receive the pension benefits to which they are entitled, and provide them with the finest service and communications.
PayClearly is a leading provider of corporate payment solutions that significantly reduces the cost of payments and accounting reconciliation. Their Integrated Payables solution boosts profitability, accelerates payment delivery, and reduces complexity...
Collection Associates is a Brookfield, WI-based company in the Financial Services sector.
WBI Investments is a Little Silver, NJ-based company in the Financial Services sector.