CLOs on the Move

Countryman Wealth Advisors

www.capc.com

 
Countryman Wealth Advisors is a Hastings, NE-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

KOY One Africa's Network

KOY Network is a company that aims to build Africas distributed financial infrastructure, powering trade through payments, logistics, and other digital services.

Charlotte Metro Credit Union aka CMCU

Charlotte Metro Credit Union aka CMCU is a Charlotte, NC-based company in the Financial Services sector.

Sentinel Trust

At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients` hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication. We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention. We don`t sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed. Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.

TexasOne Community Credit Union

TexasOne Community Credit Union is a Houston, TX-based company in the Financial Services sector.

National Philanthropic Trust

National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society. NPT provides philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations through the use of donor-advised funds and supporting organizations. NPT was founded in 1996. Since that time, we have made more than 200,000 grants totaling $5 billion to charities all over the world. We have raised $10 billion in charitable contributions and currently manage $6.2 billion in charitable assets. We rank among the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known experts in philanthropy, government and business.