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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.
New Haven County Credit Union is a Hamden, CT-based company in the Financial Services sector.
PeerFX is a Vancouver, BC-based company in the Financial Services sector.
Established in Miami, FL in 2007, Kawa Capital Management currently has over $1.3 billion in assets under management. Over the last 12 years, our aim has remained constant: to deliver unparalleled risk-adjusted returns to our investors while maintaining our commitment to transparency, capital preservation, and creativity. Kawa aims to consistently serve customers, be it investors or financial counterparties. On our asset management side, investors can diversify their portfolios with our broad variety of investment opportunities ranging from a multi-strategy hedge fund, special purpose funds and private deals. To date, the firm has deployed over $931 million in 51 different private investment opportunities. Carefully crafted by our team, our deals span several asset classes, with a strong focus on secured finance as well as other diversified single strategies. We negotiate, underwrite and offer each deal on a standalone basis providing investors a way to co-invest directly in curated institutional-quality deals. Over time, our intuitive online platform and mobile application allows investors to build a unique portfolio tailored to their specific needs and actively monitor their investments through tools such as consolidated monthly reporting suite, portfolio visualizations and real-time transaction updates. As a capital solutions provider, we understand that one size does not fit all and invite counterparties to leverage our structuring expertise and establish a lasting partnership. Kawa prides itself in being an experienced and nimble capital provider offering creative solutions that can be deployed quickly. We are constantly seeking new investment opportunities in real estate and structured credit across the capital stack.
The Tambellini Group is a Irvington, VA-based company in the Financial Services sector.