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Lombard International Assurance has been partnering with the advisers of high net worth individuals and institutions for over 25 years. Together we seek to create a secure future for our clients addressing their complex financial needs on a global basis. As a result, we are recognised as thought leaders in global wealth structuring using life assurance.
Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. We provide a broad range of investment services that fall into two categories: General Consulting and Advisory Services Private Markets Consulting and Advisory Services We serve clients in discretionary or non-discretionary roles, and our services are available on a full-retainer or project basis.
Central Star Credit Union is a Wichita, KS-based company in the Financial Services sector.
Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City. Founded in 1981, the company provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Our professionals have the expertise and experience to develop your financial road map, plan for the unexpected, grow your lifetime savings, help your employees save for retirement, and help you retire comfortably avoiding the risk of depleting your wealth. Trust Company of Oklahoma currently manages over U$5 billion in client assets.