| Name | Title | Contact Details |
|---|---|---|
Marc Sternberg |
Chief Compliance Officer | Profile |
Frye is a Manassas, VA-based company in the Financial Services sector.
Legal & General America is in the business of providing financial protection for American families from coast to coast. We provide that protection through life insurance. Banner Life Insurance Company and its subsidiary William Penn Life Insurance Company of New York, make up the Legal & General America companies. Our parent company is Legal & General Group Plc., an international insurance organization which shares our mission of protecting financial interests. Legal & General America is a nationally recognized market leader in the individual life insurance industry and we have plans to keep growing. It will take efforts of smart, capable people who will help us build strong agency relationships and provide the high-touch service our customers deserve. A.M. Best ranks both of our companies A+ (Superior) for financial strength and operating performance. Both Banner and William Penn also hold an AA- (Very Strong) financial strength rating from Standard & Poor`s. Legal & General America genuinely cares about families – the families of our customers including business owners who consider their partners family, the multi-generational brokerage agencies that make up our insurance community and the employees who are part of our corporate family.
Aristotle Capital Management, LLC is an independent/employee-owned, value-oriented investment advisor with offices in Los Angeles and Orange County, California. Our clients include public and ERISA funds, corporations, educational institutions, hospitals, religious organizations, Taft-Hartley plans and high net worth individuals. Aristotle is an innovative research boutique. Our success in attracting and growing client assets has been a product of our commitment to industry-leading fundamental research. Our highly experienced investment team shares a common philosophy, and the firm’s principals have implemented the same disciplined investment process across various equity asset classes for decades.
John Joe Terril, founder of Terril & Company. As you view it, know that Terril founded the company in 1979 as an independent, fee-based concern, meaning all of its revenues are derived from client fees. Terril & Company does not charge or accept commissions tied to the sale or purchase of securities. Investment commitments are made solely on their potential for total return to the client. The mutuality of economic interest eliminates any potential conflict of interest between Terril & Company and its clients. It also explains why referrals from current clients, which include individuals, trusts and private/corporate retirement plans, are its #1 source of new business.
S2Insight is a Walnut Creek, CA-based company in the Financial Services sector.