| Name | Title | Contact Details |
|---|---|---|
Richard Booth |
Chief Compliance Officer | Profile |
Breathe oxygen into your cash flow
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Cal State L.A. Federal credit union is a Los Angeles, CA-based company in the Financial Services sector.
WhiteHorse Finance, Inc. is an externally managed, non-diversified, closed-end management investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. Our stock is publicly traded on the NASDAQ exchange under the ticker symbol "WHF." We have senior notes listed on the NASDAQ exchange under the ticker symbol “WHFBL.” WhiteHorse Finance's investment objective is to generate attractive risk-adjusted returns for our investors primarily by originating senior secured loans to privately held small-cap companies across a broad range of industries. We believe that market inefficiencies and an imbalance between the supply of, and demand for, capital in the small-cap credit market creates attractive investment opportunities. Our investment activities are managed by an affiliate of H.I.G. Capital, one of the leading global alternative asset managers focused on the small-cap market. H.I.G. Capital manages over $15 billion of capital through a number of leveraged buyout, credit-oriented and growth capital funds focused on the small-cap market.
The Consello Group is a financial services advisory and strategic investing platform. At Consello we invest capital to grow companies, and we execute for our banking clients across industries. We also offer business development services to help companies grow and a digital assets advisory business to help companies participate in the global digital financial services ecosystem. Consello offers these four distinct but integrated lines of businesses all on one platform: Investing, Digital Assets Advisory, Growth and Business Development, and M&A Advisory and Investment Banking.