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Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. We offer a unique platform that delivers strategic value through a full suite of distribution, operational and administrative services available to our affiliates and partners. Resolute Investment Managers, through our affiliates, provides investment strategies and services to defined benefit plans, defined contribution plans, state and government municipalities, foundations, endowments, corporations, mutual funds, collective investment trusts, exchange-traded funds and other institutional investors, as well as retail clients. Resolute Investment Managers is a compensated promoter for ARK Investment Management LLC ("ARK Invest") and Ninety One North America, Inc. ("Ninety One"). We are not a current client/investor of either firm. Receipt of cash and non-cash compensation influences our referral of prospective clients/investors to ARK Invest and Ninety One. We are not providing investment advice or recommending an investment in the products managed by these firms. Additional information is here -- https://www.resolutemanagers.com/solicitor-disclosure.html. American Beacon Advisors, Inc.; National Investment Services of America, LLC; Resolute Investment Distributors, Inc.; RSW Investments Holdings, LLC; Shapiro Capital Management LLC; and SSI Investment Management LLC are affiliates of Resolute Investment Managers, Inc.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Bank Of Ohio County is a Dundee, KY-based company in the Financial Services sector.
Torrey Pines Bank is a San Diego, CA-based company in the Financial Services sector.
Ulster Savings Bank is a mutual savings bank headquartered in Kingston, New York. The bank has 14 branches, all of which are in Ulster County, Orange County, or Dutchess County.