| Name | Title | Contact Details |
|---|
Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado`s Front Range. Elevations provides a broad portfolio of financial products and services including checking and savings accounts, mortgage loans, credit cards, auto loans, home equity loans, student loans, business loans and financial planning. Founded in 1952 as the U of C Federal Credit Union in Boulder, Elevations has grown from 12 members and less than $100 in assets to an institution with more than 130,000 members that manages more than $2 billion in assets and is the No. 1 credit union mortgage lender in Colorado. In 2015 and 2016, Elevations was named one of the Best Companies to Work For in Colorado by the Colorado Society for Human Resource Management.
Boston Private is a leading wealth management and private banking company, headquartered in Boston and serving clients from 34 offices in Massachusetts, California, Florida, Wisconsin, Georgia and Texas. Wealth today doesn`t have a certain age, address or profession. It`s being created by an extraordinary variety of business owners, entrepreneurs, and leaders in private partnerships, nonprofits and every corner of our economy. These busy men and women are our clients, and they each have different priorities and goals for their businesses, families and communities. At Boston Private, we`re committed to establishing a close personal relationship with each client in order to provide a sound, custom approach for your very individual needs. And as a leader in both wealth management and private banking, we have the broad expertise to evaluate your financial life as a whole, and create comprehensive solutions for whatever personal or business financial needs you may have.
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Great Lakes First Federal Cu is a Gladstone, MI-based company in the Financial Services sector.
Retirement Plan Svc Co is a Atlanta, GA-based company in the Financial Services sector.