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Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California. It has regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.
As a company, RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.
One of the most unique banks in the United States The last will and testament of Exchange Bank’s co–founder and second president, Frank Doyle, stands tall above his many accomplishments. Doyle wanted the Bank to be a locally owned and managed institution. So rather than giving his stock to his heirs, his controlling interest (50.39% of the common stock) was put into a perpetual trust. The dividends are specified for distribution by the Trustees to the Frank P. Doyle and Polly O’Meara Doyle Scholarship Fund for assistance to “worthy young men and women attending Santa Rosa Junior College.” The Doyle Trust has proven to be one of the most remarkable planned gifts in the history of American community college education. More than $79 million to over 120,000 students since 1948. Throughout the years we have won awards and accolades in Sonoma County by being voted the Best Local Bank, Best Business Bank, One of the Best Places to Work, Best Company to Do Business With, and Business Environmental Alliance Best Practices Award. We believe our core values make these honors possible: Commitment, Respect, Integrity and Teamwork. Since its founding in 1890, Exchange Bank has had only seven presidents. Father and son Manville Doyle and Frank Doyle co–founded the bank and Frank Doyle served as President until 1948. On March 21st 2014, Gary Hartwick became CEO and President and Bill Schrader, Chairman of the Board.
Tyton Partners is an advisory firm focused on the global knowledge markets with industry leading practices in investment banking and strategy consulting.
Hypur provides banking and payment technology that empowers commerce in highly-regulated and cash-intensive industries. We help financial institutions serve their communities by enabling them to compliantly and profitably provide financial services to under served markets like money service businesses and cannabis businesses. Our bank compliance tools bridge the gaps between traditional banking systems and the unique regulatory demands of highly-regulated and cash-intensive businesses. Hypur is the leading provider of cannabis banking technology in the U.S. and is changing the way financial institutions bank money service businesses.