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Presidential Preferred Funding is a Hoffman Estates, IL-based company in the Financial Services sector.
Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Wellington Management serves as an investment adviser to more than 2,200 institutions located in over 60 countries, and as of 31 December 2017, we manage more than US$1 trillion in client assets. We exist solely to meet the needs of our clients, which include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, and intermediaries and wealth managers. We trace our history back to 1928, when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Our expertise is investments — from global equities and fixed income to currencies and commodities. We like to describe ourselves as a community of teams that create solutions designed to respond to specific client needs. Our most distinctive strength is our proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients` portfolios. An independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus. We are an equal opportunity employer and are committed to having a diverse workforce.
Optimal Models and Decisions Inc. is a Toronto, ON-based company in the Financial Services sector.
Legacy Financial Services Group, Llc is a Traverse City, MI-based company in the Financial Services sector.