CLOs on the Move


 
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Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

Advia Credit Union

Advia Credit Unions mission is to provide financial advantages. We look to proactively seek the quickest and easiest solutions available for members to maximize the financial value provided to them. Our name means something – we provide advice, we are member advocates, and we offer advantages. We do this via innovative financial solutions. Advia Credit Union became official on January 1, 2014, but our story began long before that. Advia Credit Union is the result of a powerful partnership between two very healthy and thriving credit unions - formerly First Community Federal Credit Union (originated in 1938) and E & A Credit Union (originated in 1935). Headquartered in Kalamazoo, Michigan, our 28 full-service branch locations and over 35,000 CO-OP and Alliance One fee-free ATM & Video Teller Machines keep growing. Advia offers easy-access financial solutions to to anyone who resides, works, worships, or attends school within the lower peninsula of Michigan as well as a growing number of counties in Wisconsin (Dane, Green, Jefferson, Kenosha, Milwaukee, Racine, Rock, Walworth, and Waukesha) and Illinois (Boone, Cook, DuPage, Kane, Lake, McHenry, and Winnebago). Our credit union is chartered by the state of Michigan. Living to Advia Credit Unions core values has helped to position us within the top 3% of credit unions nationally in terms of financial soundness and asset size. Now serving over 200,000 members with assets over $2 Billion, we are poised to bring even better advantages to our communities and members. Experience the advantage via innovative financial solutions. Advia is an Equal Opportunity Lender. Federally Insured by NCUA. Core Values: Act with Integrity - Drive Progress - Build & Strengthen Relationships - Keep People at the Core

Reos Partners

Reos Partners (www.reospartners.com) is an international social enterprise that helps people move forward together on their most important and intractable issues. We design, facilitate, and guide processes that enable teams of stakeholders—even those who dont understand or agree with or trust one another—to make progress on their toughest challenges. Our approach is systemic, collaborative, and creative. We partner with governments, corporations, and civil society organizations on challenges such as education, health, food, energy, environment, development, justice, security, and peace. Our work is pragmatic, professional, and tailored to the needs of the specific situation. We operate both globally and locally, with offices in Cambridge (Massachusetts), Geneva, Johannesburg, Melbourne, Montréal, and São Paulo. Our name comes from the Greek "rheos," which means "flow."

Gorham Savings Bank

We are a community bank focused on doing whats best for our customers -- whether its providing a new service that works for more people, or taking the time to ask what more we can do to help. We offer every convenience for banking off-site or on-line, but never, ever compromise on personal attention. And proud as we are of our history dating back to 1868, our sights are firmly -- and optimistically -- set on whats ahead. Gorham Savings Bank is dedicated to improving the economic and social well-being of our customers and the communities we serve and committed to be the leading financial service provider in creating economic growth, prosperity, and financial security for the citizens and communities of Southern Maine by: • Developing and delivering quality products and services to our customers. • Establishing a workplace environment that attracts and retains highly motivated, high performing employees. • Achieving sound financial results which will allow us to reinvest in our company and in our communities in a meaningful and sustainable manner. Member FDIC - Equal Housing Lender