| Name | Title | Contact Details |
|---|
Boston Financial helps the nation’s most prestigious financial services companies grow and build for the future. We are a leader in shareholder recordkeeping, intermediary and investor services, regulatory compliance, class action and settlement administration, and proxy servicing. Since our founding in 1973, we have been a trusted partner for our clients. Leveraging sophisticated technologies, advanced web-delivery platforms and best-in-class service, we offer customized business solutions that promote success.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
Financial Strategies is a Atlanta, GA-based company in the Financial Services sector.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Peninsula Credit Union is a Shelton, WA-based company in the Financial Services sector.