| Name | Title | Contact Details |
|---|
RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC.
FiSource is a Albuquerque, NM-based company in the Financial Services sector.
CapitalSource Inc. is a commercial lender that provides financial products to middle market businesses. Through its wholly owned subsidiary, CapitalSource Bank, the Company provides depository products and services in southern and central California.
Since its inception in 2003, Altavair* has completed over $8 billion in commercial aircraft lease transactions with 40 customers in 27 countries representing over 200 individual Boeing and Airbus aircraft including direct orders from the manufacturers and 17 freighter conversions.
The Pentegra name was derived from the words pension + integrity. Integrity is at the foundation of everything we do. Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We`ve built our business by doing what we do the right way. By putting participants first. By accepting fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don`t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra`s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our partners—is one that we take seriously. Integrity in all we do. That`s an advantage. Understanding what makes our retirement plan solutions unique starts with our story. Pentegra is one of the largest and most experienced multiple employer plan providers in the nation. We`ve specialized in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years. This focused expertise has helped us develop single employer plans from a unique perspective. Which is why with every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan.