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Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
E Federal Credit Union is a Baton Rouge, LA-based company in the Financial Services sector.
New Hampshire Retirement System is a Concord, NH-based company in the Financial Services sector.
Ackerley Partners, LLC is one of the leading providers in Financial Services. It is based in Lynnfield, MA. To find more information about Ackerley Partners, LLC, please visit www.ackerley.com
Shell Federal Credit Union was chartered in Feb 1937 to provide financial services to its 40 original members inside the Shell Deer Park plant. As members – not customers, they were part owners and as such, had a voice in how the Credit Union was to be run. The charter members elected a volunteer board to oversee CU operations and today Shell FCU’s field of membership includes anyone who lives, works, worships or attends school in Harris County, Texas. Today, Shell Federal Credit Union proudly serves over 65,000 members, manages more than $630 million in members’ assets and employs over 230 dedicated professionals. In addition to time spent at work, some employees are also part of the FCU “Furthering Community Unity” Team powered by Shell FCU. Shell FCU offers its members a full range of financial products and services, including competitive savings accounts, free checking, second chance checking, affordable loans, short term loans, mortgages, certificates/IRAs, free online services, business account services, free financial education and more. For longer term investments the Credit Union provides access to the MEMBERS Financial Services Program. Credit Union membership is a value added benefit businesses can also offer their employees. The sole purpose of Shell FCU is to meet the financial needs of members while providing them exceptional member service.