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In continuous business since 1986, Counsel Trust Group offers a unique combination of investment advisory and trust services for individuals, companies and organizations. We provide our clients with access to hard to reach institutional investment managers and funds, enhancing our ability to deliver asset safety, quality, and a customized, disciplined asset allocation plan.
At ViewPoint Partners, were all about technology, relationships, and client service. Through our companies, Fairview and FilePoint, we excel in utilizing regulatory technology to provide services that help our investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporting requirements that come along with the financial services industry. ViewPoint Partners shared operations team advances Fairview and FilePoints mission by enabling each business to spend more time focusing on providing clients with exceptional service and tailored solutions.
Ann Arbor Commerce Bank is a Ann Arbor, MI-based company in the Financial Services sector.
Universal Bank is a West Covina, CA-based company in the Financial Services sector.
Amerant Bank, N.A., one of the largest community banks headquartered in Florida, is a wholly-owned subsidiary of Amerant Bancorp Inc. (NASDAQ: AMTB and AMTBB). For over 40 years, the Bank has developed strong community relationships, always adapting to our customers` lives and specific needs, in a dynamic and positive way. The Bank provides individuals and businesses with deposit and credit products, as well as wealth management services through its investment and trust subsidiaries, Amerant Investments, Inc. and Amerant Trust, N.A. Headquartered in Coral Gables, Amerant operates 27 banking centers – 19 in South Florida and 8 in Houston – as well as commercial real estate loan production office in Manhattan, New York and a loan production office in Dallas, TX.