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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Agman is a family owned, multi-strategy investment firm that traces its roots to western Iowa in 1923. Agman leverages its permanent capital base to partner with exceptional entrepreneurs building enduring businesses. Since its humble origins, Agman has grown into one of the largest private family-owned businesses in the United States, with thousands of employees and activities across the country. Agman is organized into three areas: Real Estate, Private Capital and Public Markets Agman participates as a control and passive investor across a range of industries and business types. We invest in mature businesses and have founded or invested in numerous early stage companies. Agman has a particular concentration in hospitality and insurance and manages a fully integrated real estate platform with capabilities in development, acquisition, asset and property management.
For more than 45 years, MGIS has provided specialized group disability insurance, medical-professional liability insurance and practice improvement products to more than 10,000 physician groups, 900,000 group members and 300,000 physicians nationwide. MGIS group disability policies are backed by Sun Life Financial, one of the largest and highest-rated insurance companies in North America. The MGIS medical-professional liability insurance policies are backed by Freedom Specialty Insurance Company, a Nationwide® Company, rated A+ (Superior) by A.M. Best.
Bentall LP is a Seattle, WA-based company in the Financial Services sector.
Alderman acquires established, profitable businesses and actively participates in their growth over the long term to deliver superior value to all stakeholders – from investors and lenders to employees, customers, and communities.