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CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
M1 is the intelligent, seamlessly integrated money management platform that puts your financial future in your hands.
Convergent Resources is a Atlanta, GA-based company in the Financial Services sector.
United Services of America Federal Credit Union is a San Diego, CA-based company in the Financial Services sector.
Yadkin Valley Financial Corporation (Yadkin) is a bank holding company for Yadkin Valley Bank and Trust Company (the Bank). The Bank is a chartered commercial bank.