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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
The Municipal Employees` Retirement System (MERS) of Michigan is an independent, professional retirement services company that was created to administer the retirement plans for Michigan municipalities on a not-for-profit basis. The team at MERS is made up of top industry experts who use fiscal best practices to give members peace of mind and security in their retirement. MERS listens and works in partnership with our members to deliver a superior value that meets our members` needs. We proudly serve more than 100,000 participants, including local firefighters, nurses, and the men and women who plow our roads and keep our communities safe.
Welcome to San Diego County Credit Union, San Diego`s largest locally-owned financial institution. With over $7.2 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members. Unlike most other financial institutions, San Diego County Credit Union does not issue stock or pay dividends to outside stockholders. Instead, earnings are returned to members in the form of lower loan rates, higher dividends on deposits and lower fees. To date, SDCCU serves over 308,000 members and continues to thrive as one of San Diego`s premier institutions. With more than 35 branches in three counties, SDCCU is conveniently located in our communities serving the membership through superior product and service offerings. SDCCU is proud to have been voted BEST Credit Union sixteen years straight and BEST Place To Work numerous times, as determined by The San Diego Union-Tribune Readers Poll. Additionally, SDCCU is a proud community leader. As the title sponsor of the San Diego County Credit Union Poinsettia Bowl, presenting sponsor of the San Diego Big Bay Balloon Parade and proud supporter of the Multiple Sclerosis Society Walk and SD Humane Society, SDCCU reaches out, supporting causes close to our members. At the local level, Team SDCCU supports community charitable organizations and events through sponsorships, volunteerism and activism.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.