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Meketa Investment Group is a full-service investment consulting and advisory firm, serving our clients as independent fiduciaries since 1978. We have a staff of over 100 located in our offices in Boston, Miami, San Diego, Portland (OR) and London, representing over $700 billion in aggregate assets. We provide a broad range of investment services that fall into two categories: General Consulting & Advisory Services Private Markets Consulting & Advisory Services We serve clients in discretionary or non-discretionary roles, and our services are available on a full-retainer or project basis.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Solace Financial is a Charlotte, NC-based company in the Financial Services sector.
Foothills Credit Union is a Denver, CO-based company in the Financial Services sector.
CheckFreePay Corporation is a Wallingford, CT-based company in the Financial Services sector.