| Name | Title | Contact Details |
|---|---|---|
Christian Marcussen |
Chief Digital Officer | Profile |
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
GreatBanc Trust Company is a Lisle, IL-based company in the Financial Services sector.
Corporation Financiere Brome is a Sherbrooke, QC-based company in the Financial Services sector.
Introducing the world`s first gift card of stock. You pick the stock and dollar amount (say, $50 of Apple) and pay with a credit card. They get fractional shares of real stock. Or, start your own collection of favorite stocks! Stockpile Investments is the world`s first brokerage platform that makes it easy and affordable for anyone to give, get, and own stock in any dollar amount. Companies of all kinds – financial institutions, loyalty companies, employee benefits companies, retailers, and fintech providers – can leverage our platform to offer Stockpile services and drive customer acquisition, engagement, and revenue.
Alabama Teachers is a family of caring individuals dedicated to strengthening lives through financial partnerships. It is this firm commitment that allows us to embrace the teaching moments of life, because through them we can all learn together. Your savings federally insured to at least $250,000 and backed by full faith and credit of the United States Government. Equal Housing Lender. Must meet membership and credit requirements. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alabama Teachers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Alabama Teachers Credit Union are licensed to transact securities business in AL.