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CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
IMPERIAL HOLDINGS, LLC is one of the leading companies in Financial Services industry. IMPERIAL HOLDINGS, LLC is based in Boca Raton, FL. You can find more information on IMPERIAL HOLDINGS, LLC at www.imprl.com
Secure Investors Group, Inc. is a dynamic, holistic financial planning firm offering investments, financial planning, insurance, mortgages, and tax planning through our member organizations. Our expertise is in helping clients anticipate, evaluate and successfully resolve financial and legacy planning challenges in an increasingly complex legal, regulatory and economic landscape. We offer you a wide range of both legacy building and risk-management strategies and provide a diverse offering of insurance products, including property and casualty insurance, health insurance, long-term care insurance, life insurance, and fixed annuities. As a financial services leader with a presence in the northern United States, we continue to expand our business and network of financial professionals. We are continuously looking for dedicated, talented people who are highly motivated and seeking personal and professional satisfaction with an industry leader. We make a difference by serving our clients with small teams motivated by aligned incentives and a heritage of getting results. Our model delivers responsive service and insights with a high degree of confidence.
E-central Credit Union is a Pasadena, CA-based company in the Financial Services sector.
Smartleaf is a Cambridge, MA-based company in the Financial Services sector.