| Name | Title | Contact Details |
|---|---|---|
Richard Booth |
Chief Compliance Officer | Profile |
We provide strategic investment capital to support new, highly innovative technologies and assist in developing breakthrough technologies for global corporate businesses.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Corner Cap Investment Counsel is a Atlanta, GA-based company in the Financial Services sector.
Rinvelt David Wealth Mgmt is a Grand Rapids, MI-based company in the Financial Services sector.
Kunkel & Associates, Inc. is a rapidly growing insurance brokerage that provides consultative insurance services to commercial accounts for group benefits, property & casualty, and transportation coverages. Our company is headquartered in Dubuque, Iowa, which is located at the junction of three states, also known as the Tri-State Area. Our mission is to develop long-term, successful relationships with our clients, while providing to our employees a culture of respect, achievement, and both personal and professional growth.