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Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
Semtek Innovative Solutions Corporation is a San Diego, CA-based company in the Financial Services sector.
FTC Commercial Corp is a Los Angeles, CA-based company in the Financial Services sector.
Our Vision: To create exceptional results by creating exceptional experiences...the fun, smart place to bank, invest and work. Our Mission: To make every customer a customer for life. Core Values: We will… be obsessed with our Client`s success. keep learning and teaching. own it. work smart, play hard. communicate in ways that engage and inform. give back. be grateful. Blackhawk Bank operates eight banking centers in south central Wisconsin and north central Illinois, along the I-90 corridor from Elgin, Illinois to Janesville, Wisconsin. The Bank serves individuals, families, business owners and their employees with a wide array of innovative products and services. The Company offers a variety of value-added consultative services for small business owners such as cost-saving Health Savings Accounts, Investment Management, Human Resource consulting and more. Some history: In a Certificate of Organization adopted on March 26, 1881, a group of community leaders agreed “to associate ourselves in a corporate body to be known as Beloit Savings Bank for the purpose of receiving the deposits of laborers, mechanics, servants, minors and others, and to loan the same for the benefit of such depositors.” S.T. Merrill was elected the first President of the bank. Secretary / Treasurer John A. Holmes was authorized, under the direction of the Financial Committee, to make all necessary arrangements in conformity to law for the opening of Beloit Savings Bank. It served its customers from 2 until 4 PM on Mondays and Saturdays from the 2nd floor of the D.S. Foster Building in downtown Beloit, Wisconsin. So it began in 1881 for the bank now known as Blackhawk Bank. Today, lead by President and CEO Dave Adkins, Blackhawk is the second largest bank in Beloit, Wisconsin and second in all of Boone County, Illinois.
Tortoise specializes in essential assets and income. Tortoise invests in assets and services that serve essential needs in society and can also serve essential client needs, such as diversification and income. Tortoise`s expertise spans traditional energy investing across the entire energy value chain, sustainable infrastructure including wind, solar and water infrastructure, credit investing, direct lending to social infrastructure projects and index construction. Through a variety of investment vehicles, Tortoise provides a wide range of client solutions, focused on their evolving needs.