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Wyandotte Federal Federal Credit Union is a Wyandotte, MI-based company in the Financial Services sector.
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Wells Fargo Asset Management strives to help our clients achieve their financial goals through top-tier investment solutions managed by specialized investment teams and backed by superior, collaborative service.
Iowa Bankers is one of the leading providers in Financial Services. It is based in Greenville, TX. To find more information about Iowa Bankers, please visit www.iowabankers.com