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Premier Meetings and Recognition is a Irvine, CA-based company in the Financial Services sector.
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.
Caris and Company is one of the leading providers in Financial Services. It is based in Astoria, NY. To find more information about Caris and Company, please visit www.cariscompany.com
Advent Capital Management is one of the leading providers in Financial Services. It is based in Portland, OR. To find more information about Advent Capital Management, please visit www.adventcap.com
Beaver Valley Federal Credit Union is a Beaver Falls, PA-based company in the Financial Services sector.