| Name | Title | Contact Details |
|---|
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
Northern Capital Management is a Madison, WI-based company in the Financial Services sector.
Peninsula Credit Union is a Shelton, WA-based company in the Financial Services sector.
Centra Credit Union is a not-for-profit financial institution that offers full financial services to its members. And when you join, you not only become a member, you become an owner. Centra Credit Union isn't owned by investors, it's owned by the 86,000
Berkley Surety Group is a service oriented and highly professional surety underwriting management facility, providing a full spectrum of contract and commercial surety products through several distribution channels, including brokers, multi-line insurance agents and professional surety producers. Our Mission Berkley Surety Group is committed to building an enduring enterprise with an emphasis on perpetuating meaningful partnerships with our agents. We value an entrepreneurial approach to the business and strive to balance risk management considerations with a traditional underwriting process. We approach each transaction with a healthy respect for the risk inherent in the surety bond transaction but take care to explore every possible option that might generate a successful outcome for our agency partners. We provide a broad array of surety products for contract and commercial surety risks, including specialty niches such as environmental and secured credit for small contractors, through an independent agency and broker platform across a nationwide network of 16 field offices.