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OFFICE LINE 1.800.874.8742 AFTER HOURS TRANSFER & LARGE BOND APPROVAL 1.800.874.8742 ext 5 WORKING HOURS 9:00am - 5:00pm EST
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Geico Corporation is a Washington, DC-based company in the Financial Services sector.
Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. In 2022, Reich & Tang Deposit Solutions and Total Bank Solutions completed a successful business combination and have rebranded the firm as R&T Deposit Solutions (“R&T”). The new brand represents the union of two industry leaders with a strong and unified platform and commitment to deliver innovative solutions designed to meet the evolving needs of their clients. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, trust companies and wealth managers meet their unique cash sweep, deposit funding and securities-based lending needs. Through its Demand Deposit Marketplace® (DDM®) Program, R&T provides banks and other depository institutions with access to millions in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance on their deposits through participating banks. R&T is also the trusted vendor of large broker dealers and other financial institutions that administer their insured cash sweep programs.
AlphaMetrix Group is one of the leading providers in Financial Services. It is based in Livermore, CA. To find more information about AlphaMetrix Group, please visit www.alphametrix.com