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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
New York State Teamsters Benefit Fund is a Syracuse, NY-based company in the Financial Services sector.
Questa Capital is a healthcare venture capital firm that invests in breakout growth companies with disruptive business models that improve lives and provide better quality and more efficient care.
Thorp Brokerage Resources is a Minneapolis, MN-based company in the Financial Services sector.
MicroVest is an asset management firm dedicated to applying a commercial framework to investing in unbanked and under-served markets. We focus on a sustainable investment process that provides private capital to low-income financial institutions. These institutions then extend productive loans to micro, small and medium businesses. We believe a commercial approach offers the most effective, scalable and sustainable solution for generating meaningful financial and social returns to our investors.