| Name | Title | Contact Details |
|---|
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
CPP Investments is a professional investment management organization with a vital purpose: to help provide a foundation on which Canadians build financial security in retirement. To help maximize the CPP Fund for generations to come, we invest across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments. With an international reputation as a leading institutional investor, our governance structure is recognized worldwide as a best practice for pension fund investment management. Headquartered in Toronto, with offices in Hong Kong, London, Luxembourg, Mumbai, New York, San Francisco, São Paulo and Sydney, we leverage our global reach and on-the-ground knowledge to continually diversify, build and grow the CPP Fund. Our investment professionals partner with top core services specialists in finance, human resources, information technology, legal, public affairs and communications, investment operations, data management, treasury services and investment risk.
Mount Lucas Management Corporation is a Princeton, NJ-based company in the Financial Services sector.
debt trade partner's, LLC is a Englewood, CO-based company in the Financial Services sector.
Community Financial Resource is a Los Angeles, CA-based company in the Financial Services sector.