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ParetoHealth is the largest health benefits captive in the country, with over $3B in healthcare benefits at hand, $800M in stop-loss premium under management, and over 600,000 covered lives. Our turnkey employee health benefit solution offers groundbreaking innovations in self-insurance with multi-year protection. With the purchasing power of a Fortune 500 company, we help small and medium-sized businesses take control of their healthcare spend and reduce risk. ParetoHealth is pulling an industry out of its past and into a future with more predictability, transparency, control, and actionable insights.
Agman is a family owned, multi-strategy investment firm that traces its roots to western Iowa in 1923. Agman leverages its permanent capital base to partner with exceptional entrepreneurs building enduring businesses. Since its humble origins, Agman has grown into one of the largest private family-owned businesses in the United States, with thousands of employees and activities across the country. Agman is organized into three areas: Real Estate, Private Capital and Public Markets Agman participates as a control and passive investor across a range of industries and business types. We invest in mature businesses and have founded or invested in numerous early stage companies. Agman has a particular concentration in hospitality and insurance and manages a fully integrated real estate platform with capabilities in development, acquisition, asset and property management.
Eagle Community Credit Union is a Lake Forest, CA-based company in the Financial Services sector.
Southwest Louisiana Credit Union is a Lake Charles, LA-based company in the Financial Services sector.
Willow Street is located in Jackson, Wyoming. The firm provides directed trustee, private family trust company administration and family office services to multigenerational families in the United States and internationally. Due to its advantageous tax environment, strong asset protections and innovative trust laws, Wyoming has emerged as a leading trust situs. Our firm has worked closely with families and their advisors for more than 10 years – providing Private Family Trust Company administration and Family Office services to multinational families. Willow Street Trust Company of Wyoming was formed to deepen our services to these families and their advisors, applying the broad knowledge gained and offer an additional way to establish situs in Wyoming.