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Abundance Wealth Counselors is a State College, PA-based company in the Financial Services sector.
Helios Fairfax Partners (HFP) is an investment holding company traded on the Toronto Stock Exchange under the symbol HFPC.U whose investment objective is to achieve long-term capital appreciation, while preserving capital, by investing in public and private equity securities and debt instruments of African businesses or other businesses with customers, suppliers or business primarily conducted in, or dependent on, Africa. Helios Investment Partners LLP is the investment advisor to HFP.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Founded in 1966, Genie now has seven manufacturing plants covering nearly 1 million square feet and serves customers in 72 countries, according to its Web site.
Oz Management is a global, diversified alternative asset management firm with a range of fully-integrated platforms across Multi-Strategy, Credit, Real Estate and Energy. Oz Management has built an experienced investment management team with a well-established global presence with offices in New York, London, Hong Kong, Mumbai, Beijing, Shanghai and Houston. Oz Management emboldens a culture of critical thinking. We welcome people who ask questions, offer ideas, challenge the status quo and act decisively. Our people have the opportunity to work on complex challenges with talented, experienced colleagues, on behalf of some of the largest and most sophisticated clients in the world.