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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Insurance Office of America is a full-service insurance agency and was founded in 1988. First recognized as one of the top 100 U.S. insurance brokers in the year 2000, we are a privately-held agency and one of the largest in the country. We are currently the 11th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine.
Cipperman Compliance Services (CCS) provides compliance services to registered funds, money managers, and broker-dealers. CCS creates compliance solutions that work for dynamic firms by leveraging the experience of a multi-disciplinary team of lawyers, compliance and operations professionals, and applying a management-focused approach to client services. CCS takes full accountability for implementing its advice and solutions, which include serving as a firm`s chief compliance officer, creating customized compliance programs, conducting compliance reviews, and responding to regulatory inquiries.
Syracuse Fire Department Employees Federal Credit Union is a Syracuse, NY-based company in the Financial Services sector.
First Southern National Bank is one of the leading providers in Financial Services. It is based in Arvada, CO. To find more information about First Southern National Bank, please visit www.fsnb.net