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Westbury Bank is a West Bend, WI-based company in the Financial Services sector.
Outsourced Compliance Group services registered investment advisors, commodity pool operators, and commodity trading advisors. Our clients generally service private funds, registered funds, high net worth individuals, retail investors, and commodity pools. Outsourced Compliance Group is boutique by design. Were dedicated to the client experience, thoroughly learning your business, becoming part of your team, and providing consistent communication. Weve never been interested in taking on as many projects as possible. Its our mission to embrace the right relationships so that we can focus on every detail of your compliance program, including unlimited consulting. When we hit capacity, were at capacity. We wont sacrifice the client experience and the quality of our work to bring in more clients. Its ultimately not whats best for you or for us to retain qualified compliance professionals! The difference between working with us or someone else? You can say its day and night. Our core offering is a fully outsourced compliance program. OCG will work with your CCO on an on-going basis to create a customized compliance program. This compliance program will address all aspects of your regulations, as required. We start by drafting your policies and procedures, a comprehensive risk assessment, and develop a customized compliance calendar to test established policies and procedures. The testing we complete throughout the year culminates with the drafting of your annual compliance report. We have standing calls with our clients on a frequent basis and our core service includes unlimited consulting to ensure we are kept up to date on your business changes and can adapt your compliance program as necessary.
Key Bank is one of the leading companies in the Financial Services sector.
First Kansas Bank is a Hoisington, KS-based company in the Financial Services sector.
Lionsoul Global is a digital asset wealth management firm founded in 2022, with headquarters in London and additional offices in Austin, Texas, and Zug, Switzerland. The company is a U.S. registered investment adviser and a member of the Swiss Financial Services Standards Association. It aims to provide secure and accessible investment solutions in digital assets, combining traditional wealth management expertise with modern technology. The firm offers managed investment solutions designed to maximize returns, featuring a proprietary platform that allows users to create accounts and track holdings easily. Security and technology are central to its operations, ensuring that investors can manage their digital assets efficiently. Lionsoul Global collaborates with strategic partners for custody services and investment strategies, enhancing its service offerings. The company targets a broad client base, including investors and their advisors, looking to explore opportunities in the digital asset space.