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Vision One Credit Union is one of the leading providers in Financial Services. It is based in Portland, OR. To find more information about Vision One Credit Union, please visit www.visionone.org
A provider of global and dynamic portfolio management services for family offices, institutions, and other high-net-worth investors, QuantX Management employs a balanced approach to investing. The company leverages decades of experience in asset and risk management to provide a uniquely hedged allocation vehicle for investors. Possessing offices in London and New York, QuantX Management was founded in 2008 by an experienced team of investors and risk managers. QuantX Management was created as the first investment vehicle of its kind with the goal of offering full transparency and real-time risk management across a uniquely identified portfolio of emerging investment manager strategies. QuantX operates under the leadership of chief investment officer and managing director Michael A. Tew and U.K. managing partner Quinton Wood. Under their leadership, QuantX serves as a provider of customizable and transparent multi-manager investment portfolios. QuantX Management allocates capital to emerging hedge fund managers through a sophisticated software platform that emphasizes real-time transparency and risk management. To this end, the fund employs a uniquely seamless technology that enables on-the-spot portfolio analysis, sub-account reconciliation, and various profit and loss management functions that create real-time risk management solutions for investors. The QuantX platform further benefits from its broad array of analytical tools that produce intraday reports such as value at risk, shock and stress testing that are generally only offered on a “next day” basis. Offering a comprehensive approach to manager selection, the fund brings only the most rigorous criteria to its selection process, ranging from a macroanalytic global overview to a micro evaluation of potential exposures from specific managers. QuantX is registered in the U.K. by the Financial Conduct Authority.
With net assets of almost $20 billion, OPTrust invests and manages one of Canada`s largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with almost 95,000 members and retirees. OPTrust was established to give plan members and the Government of Ontario an equal voice in the administration of the OPSEU Pension Plan and the management of the assets through joint trusteeship. OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU and five by the Government of Ontario. OPTrust is subject to federal and Ontario laws and regulations governing registered pension plans. As the plan administrator, our role is to prudently manage the Plan`s assets, ensure that members and retirees receive the pension benefits to which they are entitled, and provide them with the finest service and communications.
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WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.