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Pioneer Valley Federal Credit Union is a Springfield, MA-based company in the Financial Services sector.
Azalea City Credit Union is a Mobile, AL-based company in the Financial Services sector.
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
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.
Verition is a multi-strategy, multi-manager investment platform founded in 2008. Verition has assembled a team of experienced, hard-to-access portfolio managers who draw their expertise from both proprietary trading desks and managing client accounts. Our multifaceted infrastructure affords us the latitude to pursue strategies not typically available through stand-alone vehicles.