| Name | Title | Contact Details |
|---|
Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market environments. We serve a diversified client base of individuals, 401(k) plan sponsors, pension plans, defined benefit plans, defined contribution plans, Taft-Hartley plans, and endowments & foundations. We also strive to provide value-add products and services to financial professionals, including retirement plan advisors, financial advisors, and consultants. Manning & Napier is headquartered outside of Rochester, New York, with an additional office in St. Petersburg, Florida.
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. Follow @CaldwellTrust on Twitter for updates and announcements
HealthEquity is a leading health account custodian that empowers Americans to build health savings by providing powerful tools for health savings accounts (HSAs) and other health financial services. Our convenient solutions serve millions of Americans, along with nationwide employers and health plans. With member support available every hour of every day, our team provides around-the-clock insight to maximize health savings.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the worlds largest asset management firms1 (USD 999.5 billion AUM2).
Lone Pine Capital LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to pension and profit sharing plans. The firm also launches and manages equity mutual funds. It invests in the public equity markets across the globe. The firm employs long/short strategy to make its investments. It employs fundamental analysis along with bottom up stock picking approach to create its portfolio. The firm obtains in-house research to make its investments. Lone Pine Capital LLC was founded in 1997 and is based in Greenwich, Connecticut with additional offices in London, United Kingdom, New York City, and San Francisco, California.