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Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
At AlphaSimplex Group, LLC (AlphaSimplex), we strive to help investors succeed in ever-evolving markets by researching and analyzing market behavior and risk. We use these insights to create adaptive strategies that are attuned to human behaviors and changing market dynamics.
BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management, insurance and business solutions. Serving clients from our Financial Spa™ branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer nearly $3 billion in assets and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. In addition to convenient everyday banking and borrowing services, our expert financial advice and integrated team approach to lifespring® financial planning consider each client`s specific goals, incorporating the expertise of investment, insurance, business and commercial banking specialists. We`ve been named among the “50 Best Small and Medium Employers in Canada” and "The Green 30" by Aon Hewitt, and “Canada`s 10 Most Admired Corporate Cultures™” by Waterstone Human Capital. We innovate to exceed client expectations, delivering an exceptional banking experience, unique in the industry. You don`t compromise when it comes to creating a lifestyle that fulfills your dreams. Don`t compromise on your banking services.
First New England Federal Credit Union is a East Hartford, CT-based company in the Financial Services sector.
O'Shaughnessy Asset Management, LLC is one of the leading companies in Financial Services industry. O'Shaughnessy Asset Management, LLC is based in Stamford, CT. You can find more information on O'Shaughnessy Asset Management, LLC at www.osam.com