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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 & Advisory Services Private Markets Consulting & Advisory Services We serve clients in discretionary or non-discretionary roles, and our services are available on a full-retainer or project basis.
Inland Empire Credit Union is a Pomona, CA-based company in the Financial Services sector.
Ultimate Trading System is a Boca Raton, FL-based company in the Financial Services sector.
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor`s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.
Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.