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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Texana Bank, established in 1914 and headquartered in Linden, Texas, operates as a community bank with a national charter. Renamed from The First National Bank of Linden in 2009, it is a member of the Federal Reserve and is supervised by the Office of the Comptroller of the Currency. The bank is dedicated to serving both personal and business banking needs. For personal banking, Texana Bank offers mortgage and consumer loans, checking accounts with rewards, and debit cards for convenient transactions. Business services include business savings accounts, loans, treasury management solutions, and business credit cards. The bank also provides a mobile banking app for easy access to account information. Texana Bank emphasizes customer privacy and security, utilizing encryption to protect sensitive data and adhering to federal regulations.
Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.
Breckpoint is dedicated to helping brokers and employers build alternative risk solutions outside of the traditional insurance providers. For employers seeking an alternative to fully-insured group benefit plans or self-insured groups for workers compensation, Breckpoint empowers groups to take advantage of the transparency, control, and underwriting profits generated by high performing self-funded plans. - Self funded benefit administration plans - Self-insured group administration for workers compensation - Captive Management - Risk Management services We believe in Leading Together. This is the essence of Breckpoint. We are here with you through every step of this benefit journey. Your Breckpoint team provides the stellar service you deserve and we look forward to helping you manage your alternative risk programs.