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Updata Partners is one of the leading companies in the Financial Services sector.
From our beginning in 1997, Harbour Trust & Investment Management Company has stood as a symbol of trust and experience. Like a beacon of light emanating from a lighthouse directing ships to safety, Harbour Trust has guided its clients through difficult financial markets with an experienced and dedicated staff. Our experience provides us with the knowledge to create for our clients solid investment plans designed to meet their specific financial goals. Harbour Trust & Investment Management Company`s creation as an independent structure is vital to the success of its mission. Our clients are comforted knowing our organization focuses on them, is financially stable and operates efficiently as a result of strong leadership from senior management. It is through this structure we are able to build strong and trusting relationships with each of our clients and their families. The relationships we foster at Harbour Trust stand the test of time due to the unwavering commitment to the integrity and principles that are the bedrock of our corporate foundation. Developing trust with financial acuity, experience and a deep rooted sense of responsibility, Harbour Trust focuses on achieving the long-term financial goals for each person and their families that they work for. Harbour Trust`s financial professionals are ready to meet with you to provide you with a plan which serves as your guiding light to your financial dreams and goals.
Retirement Plan Advisors, Llc is a Chicago, IL-based company in the Financial Services sector.
Enterprise Cascadia is a Ilwaco, WA-based company in the Financial Services sector.
XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.