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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.
Montana First Credit Union is a Missoula, MT-based company in the Financial Services sector.
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.
Carney Legal Group, P.A. is a Delray Beach, FL-based company in the Financial Services sector.
Pivotus Ventures is a growth-stage startup chartered with imagining and creating technologies and business models that will transform the banking industry over the coming years. We are based on a unique model that lets us work very closely with large corporations to collaboratively create industry-transforming technologies. We have in-house technology and product teams working on a number of innovative products that will help redefine the retail banking experience for millions of customers. Our partner banks provide our core funding while also giving us direct access to expertise and customers that help us create and roll out high-impact technologies on an accelerated timescale. At the moment we have distribution in Australia, Holland, US, & UK and expect that to grow on a global scale in the coming months!