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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Whatcom Educational Credit Union is a Bellingham, WA-based company in the Financial Services sector.
Strategica Group is a Miami, FL-based company in the Financial Services sector.
The Farm Credit Bank of Texas has been a leading source of credit and financial services for rural Americans for more than 100 years. Our long and successful history of financing agriculture and rural America is rooted in our cooperative structure and in other distinct business advantages: We are owned by our customers; therefore, we operate in their best interests and share our earnings with them in the form of patronage. In 2015, we returned 69% of our net income to our customers. We don`t take deposits. Rather, we access the nation`s money markets through the sale of AAA-rated Farm Credit bonds, which provides a reliable source of funding for rural Americans. Our policies are set by our board members, who are Farm Credit customers elected by their fellow customers. This form of governance offers transparency to our owners and investors. We are part of the Farm Credit System, the nation`s single largest source of loans for agriculture, agribusiness, rural real estate and country homes. Thank you for helping us celebrate the Farm Credit System`s centennial in 2016.
1861 Capital Management is a New York, NY-based company in the Financial Services sector.