| Name | Title | Contact Details |
|---|---|---|
Bruce Pearson |
Executive Vice President and Chief Legal Counsel | Profile |
Caliber Financial Services, Inc. is a tribally-chartered corporation and wholly owned by the Otoe-Missouria Tribe of Indians. Caliber provides professional portfolio management services to lenders including the Tribes consumer lending portfolios. Revenues from Caliber go to support social programs critical to the Tribes members such as elder care, educational scholarships, after-school programs, public safety, and improvements to housing and infrastructure.
Charter Private Bank is a Bellevue, WA-based company in the Financial Services sector.
St Ansgar State Bank is a Saint Ansgar, IA-based company in the Financial Services sector.
Hiawatha Bank is a Hiawatha, IA-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.