| Name | Title | Contact Details |
|---|
AEGIS Hedging Solutions is the recognized global leader for hedging technology and expertise. AEGIS` proprietary technology platform and unmatched experience in the commodity and rate hedging markets combine to help producers, consumers, manufacturers, and investors protect their cash flow. Our fully-integrated approach enables clients to research, trade, and manage their hedge portfolios with confidence through continuous market insights, innovative technology, and tailored hedge programs.
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Du Trac Community Credit Union is a Dubuque, IA-based company in the Financial Services sector.
Parkside is simplifying global access to US stocks through regulatory innovation and modern technology. We`re a registered US broker-dealer providing access to US stocks for individuals around the world - starting with Asia. Soon you can invest globally using your local currency, low fees and no minimums.