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Alternative investments have become a growing staple in investor portfolios as investors continue to seek better portfolio diversification and higher returns.
Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients` opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.
Alaska USA is one of the nation`s largest credit unions with more than half a million members and more than $7.5 billion in assets. Since 1948, Alaska USA has been dedicated to providing service, value, and convenience to its member-owners. As a not-for-profit financial services cooperative, earnings are returned to member-owners in the form of lower loan rates, fewer fees, and higher dividends than most banks. This commitment to each member`s financial well-being is what makes the Alaska USA experience better than banking®. Alaska USA maintains branches and operations support in Alaska, Arizona, California, and Washington, and serves members worldwide with a full range of financial services, including checking and savings accounts, consumer loans, and credit cards. In a growing number of locations, Alaska USA also offers business services, commercial and personal insurance, and real estate loans, as well as mortgage loans by Alaska USA Mortgage Company. Alaska USA provides employees with a professional working environment, career development opportunities, competitive compensation, and comprehensive benefit programs. Federally insured by NCUA. Equal housing lender.
First New York Securities is a global multi strategy trading firm and registered broker dealer. The firm's diverse trading business spans numerous asset classes, including domestic and international equities, fixed income, commodities, interest rates, foreign exchange, derivatives, energy and tax exempt bonds.
PEF Services LLC is a leading fund administrator for private equity funds, providing high-quality, cost-effective fund administration solutions with a specialty in emerging manager and SBIC funds. When you hire PEF Services LLC, you hire a team of experienced people. We use advanced, proprietary technology to assist you in tracking, reviewing and reporting your fund`s operations. Founded in 2002 by experienced managers of private equity funds, PEF Services has the understanding and expertise to meet the unique requirements of private equity fund administration. We know what is needed to efficiently administer a fund and can tailor those processes to your fund. Efficiencies are built into our systems and procedures. It is part of our DNA.