| Name | Title | Contact Details |
|---|---|---|
Sarah Crabtree |
Associate General Counsel | Profile |
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. Investors deserve a credible alternative source of advice compared to those products offered by the major financial corporations who have been described as “too big to fail.” As an independent organization, Global Financial has the freedom to offer unbiased advice without the potential for conflicts of interest often present within these larger broker dealers. By taking the time to understand our clients` financial and lifestyle needs and aspirations, we aim to align our advice in the same direction as our clientele. Global Financial comprises a number of special areas of expertise, all of which work together, as our clients require, to provide a comprehensive wealth management solution.
Calvert is the largest family of socially responsible mutual funds in the United States with approximately $9 billion in assets under management, offering twenty-eight funds that allow individual and .
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Research Affiliates is committed to be the preeminent source of insights and products that transform the global investment community for the benefit of investors. Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. We deliver solutions in partnership with some of the world`s leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. We also work directly with institutional clients. Research Affiliates was founded in 2002 and is based in Newport Beach, California.
Oakwell Farms Ltd Partnership is a Omaha, NE-based company in the Financial Services sector.