| Name | Title | Contact Details |
|---|
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
Spence Valuation Group, Inc. is a Kelowna, BC-based company in the Financial Services sector.
NCC Business Services is a Jacksonville, FL-based company in the Financial Services sector.
As a nationally-recognized, fully-accredited financial company, we help millions of people every year with our financial services. Since 1997, we’ve helped millions of Americans with flexible and personalized financial solutions. We’ve grown from just a few stores in the Southeast United States to become one of the nation’s largest consumer lending companies, with more than 2,400 locations offering a variety of financial services. Advance America is a wholly owned subsidiary of Grupo Elektra, one of the world’s leading providers of banking services, consumer finance and specialty retailing. We comply with all federal and state laws and always present fees clearly and completely. We are also proud to be a founding member of the Community Financial Services Association, which encourages fair and fully disclosed lending practices. So you can rest easy knowing you’ve made a smart choice with Advance America.
BayBoston is a private equity manager that invests in companies in the U.S. and Latin America with a focus on financial services. BayBoston is a minority-owned private equity firm that invests in companies located in the United States, Latin America and select geographies. Founded in 2013, we view diversity and inclusion as a key strategic asset both within our portfolio companies and at BayBoston. We seek to maximize the value of our investments for our investors, the communities that our companies serve, and the workforces that serve these communities. We target growing companies in select industries and market verticals with a focus on financial services. We aim for predictable returns by disciplined investing and active management. BayBoston sponsors companies that need capital and a strategic partner to create a higher level of value for its customers, workforce, and community. We empower the management teams of our portfolio companies by providing capital and promoting a value creation approach. Our value creation approach is based on executing growth-oriented business plans, operational improvements, and transformational technology to drive organic growth as well as to find merger & acquisition opportunities that accelerate growth. We take a customer-centric platform building view with our portfolio companies.