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St. Paul Federal Credit Union is a Saint Paul, MN-based company in the Financial Services sector.
International Financial Data Services is a joint venture between affiliates of Boston-based State Street Corporation, the world’s leading provider of services to institutional investors, and DST Systems Inc., a Kansas City, Missouri-based leading provider of shareholder accounting services and proprietary systems. Both organisations have over 40 years’ experience and joint venture track record via our sister company in the US, Boston Financial Data Services (BFDS). Together we form part of the world’s largest investor record-keeping / transfer agency services provider. DST and State Street formed their first joint venture – BFDS - in 1973, with Canada Financial Data Services (CFDS) and European Financial Data Services (EFDS) entering the UK and Canadian markets in 1995. During 2001 we rebranded to International Financial Data Services, helping to align our business globally. Throughout the early part of the century our operations and footprint continued to expand, taking control of State Street’s established transfer agency services in Ireland and Luxembourg in 2007, meaning further integration of our European operations. As a family, we are now the largest administration and technology outsource provider in Canada, the UK and the USA respectively, with our market share continuing to grow throughout the rest of Europe and the Asia-Pacific region. No other supplier has such as focus on the industry, nor has anyone this level of global reach.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication. Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages top-tier products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.
Copper Rock Capital Partners is a Boston, MA-based company in the Financial Services sector.