| Name | Title | Contact Details |
|---|
Wilshire Associates is a leading global investment technology, investment management and investment consulting firm with four business units including Wilshire Analytics, Wilshire Consulting, Wilshire.
Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the Wall Streetinvestment and financial advisory profession, and all advice serves investors’ best interest. (A fiduciary society is the term Vanguard founder John C. Bogle uses to describe the goal we must aspire to in ensuring that “trustees of other people’s money act solely in the interests of their beneficiaries.”)
Woodstock Financial Group is a Garden City, NY-based company in the Financial Services sector.
Stern Partners Inc. is a Vancouver, BC-based company in the Financial Services sector.
"Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of ""human touch"" and persistent communication with our credit union partners. We pride ourselves on delivering easy,"