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R.V. Kuhns & Associates, Inc. provides strategic investment consulting services to institutional investors. Since 1985, R.V. Kuhns & Associates has offered its clients world-class investment advice based on cornerstones of integrity, capability, and
The Churchill Management Group is a Los Angeles, CA-based company in the Financial Services sector.
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.
Securityplus Federal Credit Union is a Gwynn Oak, MD-based company in the Financial Services sector.
CUANM helps credit unions better serve their members. The Credit Union Association of New Mexico is a trade organization that helps credit unions address member needs through services, products, education and advocacy. CUANM has been helping credit unions help their members since 1958. CUANM creates partnerships with nationwide and local companies, so credit unions of all sizes can provide products and services their members use every day. Many of the CUANM partnership services can be offered to your membership for free or at reduced fees. CUANM provides classes, seminars, and other resources to give credit unions the information they need to best serve their memberships and communities. CUANM offers our affiliated credit unions on site consulting in the areas of strategic planning, BSA and ACH reviews and compliance. CUANM also offers our affiliated credit unions access to REAL Solutions tool kits, consulting and outreach opportunities. CUANM also works to promote financial literacy at all ages, from early childhood to young adult, through programs offered through local credit unions and educational institutions. Finally, CUANM provide advocacy services, working with state and national representatives, including the State Legislature and our representatives and senators in Washington, D.C., to protect the rights of credit union members.