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We are aware that some customers were inaccurately charged a paper statement fee, and apologize for the inconvenience or confusion that this may have caused. Please know that we immediately refunded the fee on the affected accounts, and we appreciate your patience while doing so.
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Caliber Financial Services, Inc. is a tribally-chartered corporation and wholly owned by the Otoe-Missouria Tribe of Indians. Caliber provides professional portfolio management services to lenders including the Tribes consumer lending portfolios. Revenues from Caliber go to support social programs critical to the Tribes members such as elder care, educational scholarships, after-school programs, public safety, and improvements to housing and infrastructure.
Glen Rock Savings Bank is an Education Management company located in 183Rock Rd, Glen Rock, New Jersey, United States.
United Southwest Bank is a Cottonwood, MN-based company in the Financial Services sector.