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Presidio Financial Partners LLC is one of the leading providers in Financial Services. It is based in Louisville, KY. To find more information about Presidio Financial Partners LLC, please visit www.presidiofp.com
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.
Society of Financial Service Professionals is one of the leading providers in Financial Services. It is based in Cranbury, NJ. To find more information about Society of Financial Service Professionals, please visit www.financialpro.org
Somerset Serviced Residence was especially conceived for executives and their families who seek a harmonious balance between work and family life.
Founded in 1928, Security Bank is a family owned bank in Northeast Nebraska serving 5 rural communities with over 40 employees. Our current asset size is approximately $200MM with Agricultural and Agri-business clients making up close to 70% of our current loan portfolio.