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OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States. Visit our website: https://oneascent.com Follow us on Facebook: https://www.facebook.com/OneAscent/
Since 1941, 1st Franklin Financial Corporation has had one goal—Serving communities by offering opportunities to individuals and families through financial services. It’s been over 85 years since Founder Ben F. Cheek, Jr. made his first $34 auto loan. While times have changed, our commitment to customers has not. Our customers know us and more importantly, we know them. This commitment is why we’ve been able to help generations of families in times when they have needed us most. With over 325 loan offices in 8 states, 1st Franklin Financial Corporation continues to provide personal loans, supplying our customers with the cash they need. With offices located primarily in rural locations, we understand the struggles in these areas. We offer loans for auto repairs, home improvements, or debt consolidation. We can help with starter loans, wedding loans, medical expense loans, funeral loans, or a small personal loan to help you meet day to day expenses. We also offer Retail Sales Financing to help our local small businesses grow. Whatever the need, we can answer all of your loan questions and help you find a solution.
American Heritage Credit Union is a member-owned financial cooperative with more than $4 billion in assets serving more than 800 Workplace Partners and more than 250,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware, and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States. For more information about American Heritage Credit Union please visit at www.AmericanHeritageCU.org. Value Proposition We offer you the right financial solutions because you're family. Mission Statement To provide Quality and Convenient Service to meet the financial needs of our Members while enhancing relations with our Sponsor Companies and the Community.
Minneapolis-based DCM Services, is the industry leader in estate and specialty account resolution services, maximizing the value of client portfolios across financial services, healthcare, retail, and telecom industries through innovation and performance. Its recovery solutions offer a full range of services from proprietary web-based solutions to full outsourcing, maintaining an unmatched spectrum of innovative solutions that increase recoveries, protect brand value, and enhance survivor relationships – with respect and sensitivity. For more information on all DCM Services’ offerings, visit www.dcmservices.com.
Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings to borrowers. We are sensitive to the relationship between borrower and lender and we will never jeopardize that. Pensford maintains very good working relationships with all banks. We provide insight, suggestions, and transparency to every transaction, but at all times our clients are in control of the negotiation process. We do not direct business away from the lender; we simply ensure that our clients receive a fair and transparent deal. Pensford specializes in: New swaps and modifications Interest rate cap auctions Negotiating ISDA’s Terminating existing derivatives at par MTM and FAS 133/157 guidance Rate locks on permanent financing Defeasance Yield maintenance verification
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
Bend makes CO2e emissions data programmable and queryable. Track companies as they cut carbon, and measure your supply chain footprint.
Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes: Real Estate; Natural Resources; Media, Entertainment & Technology; and Credit & Special Situations. Our clients are public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. Through partnership with our investors, we focus on developing customized solutions that are aligned with investment goals and strive to be strategic and responsive throughout the investment process. This supports our clients and their individual investors in realizing the value of long-term financial planning with diversified funds management. With a combination of deep experience and a tailored investment focus, Domain believes it is well positioned to identify potential investment opportunities and deliver a fully integrated investment approach, including contractual negotiations, due diligence, transaction structuring and asset supervision throughout the duration of the investments.
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Red Cell Partners is an incubation firm building rapidly-scalable technology-led companies that are bringing revolutionary advancements to market in three distinct practice areas: healthcare, cyber, and national security. United by a shared sense of duty and deep belief in the power of innovation, Red Cell is developing powerful tools and solutions to address our Nation’s most pressing problems
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GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants' financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.
We seamlessly integrate data technology to generate outsized returns on behalf of limited partners invested in our self storage funds.
CNH Industrial is a global leader in the capital goods sector with established industrial experience, a wide range of products and a worldwide presence. Each of the individual brands belonging to the Group is a major international force in its specific industrial sector: Case IH, New Holland Agriculture and Steyr for tractors and agricultural machinery; Case and New Holland Construction for earth moving equipment; Iveco for commercial vehicles; Iveco Bus and Heuliez Bus for buses and coaches; Iveco Astra for quarry and construction vehicles; Magirus for firefighting vehicles; Iveco Defence Vehicles for defence and civil protection; and FPT Industrial for engines and transmissions.
Vamos Auto is a leading automotive sales and finance company. We are pushing the boundaries of how an integrated lender offers products and value to customers across Texas. Please visit us at www.vamosauto.us!
GFR Fund is a San Francisco-based venture capital fund that invests in early-stage technology startups disrupting digital media and entertainment. We work with founders who are ahead of social trends, understand their audience and creatively combine existing technologies to offer new experiences to users.
At PrimeLine we want to give you all the tools so you can be confident in the lending process and ensure you get the best possible deal. You have access to all of our lenders' products so you can find the loan that best suits your needs. Our loan experts are trained to teach you what you need to know about Real Estate Finance to help you avoid paying costly fees and truly save you money. We also understand that your time may be even more valuable than money so we have invested in the technology and the services to make the loan process efficient and seamless from start to finish. NMLS Consumer Access: https://nmlsconsumeraccess.org/
The Saint Joseph Group offers businesses and individuals comprehensive services which include Legal Services, Tax Planning, Incorporation of Onshore and Offshore Structures, Accounting, Trust, Wealth Management, and Escrow Services. The Saint Joseph Group is composed of various firms, among them a law firm, accounting firm, onshore and offshore registered investment advisors, as well as a public trust company structured out of South Dakota. These companies work as an integrated group to provide incoming clients with the most complete service available. Through our offices in the US, Brazil and Uruguay, our robust team of experienced professions work tirelessly to bring new and creative solutions to diverse body of clients.
For more than 30 years, Homebridge's vision has been to make the dream of homeownership a reality for every customer. Purchasing a home is a celebrated life moment, and Homebridge strives to make the experience straightforward, enjoyable, and easy for everyone we work with. Homebridge combines the strength and resources of a national-level mortgage lender with the personal attention and flexibility expected from a locally owned business. Real Professionals, Helping Real Homebuyers Even in today's on-demand digital world, homebuyers benefit the most when working with professionals who are just a phone call away. Our expert mortgage professionals live and work in the communities they serve. Whether on the phone, email, or in person, they take the time to understand each customer’s unique needs, and those of the housing market in a way no smartphone app could ever match. If a customer has needs out of town, or out of state, our team can still provide the service that is deserved. There Is No "One Size Fits All" Mortgage Homebridge customers work with mortgage experts, not just apps and algorithms. The specialists at Homebridge take the time to work with every customer, leveraging their network of housing industry professionals, and presenting the different mortgage options customized to each client’s unique needs. Nationwide Footprint, Independent Flexibility Homebridge is one of the largest independent mortgage-specific lenders in the U.S. Since we are licensed to originate mortgages in 49 states and Washington, D.C., Homebridge can work with customers on their mortgage needs whether they’re buying a new home across town or a vacation property across the country. Our nationwide network of 200 offices are managed by dedicated professionals committed to expertly guiding every borrower through the homebuying process. Homebridge Financial Services, Inc. (Homebridge), NMLS ID #6521 The Homebridge Disclosure: https://www.homebridge.com/disclosure/
Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.
Effective September 1, Friedman LLP is now Marcum LLP – creating one of the most innovative accounting and advisory firms in the U.S. Together, Friedman and Marcum form a national top-12 firm with more than 3,500 partners and associates across 46 offices and an extensive portfolio of industry specializations and service capabilities. With our mutual priority on client service excellence, the strong synergies between our businesses, the alignment of our operating philosophies, and a shared culture focused on team member success, this integration offers tremendous opportunities for our clients and our people. It is a privilege to serve you and we look forward to a bright and successful future together.
