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Mountain Capital is a private equity firm focused on growth and turnaround capital investments in the North American energy sector.
America`s First is a full-service financial institution with over $1.5 billion in assets and 19 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of America`s First owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. America`s First accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA) and supplemental share insurance of up to $250,000 is provided by Excess Share Insurance (ESI).
FundQuest Incorporated is the Investment Advisor for the ActivePassive Funds. FundQuest is a leading global provider of wealth management solutions for financial institutions and advisory firms. FundQuest designs, implements and operates investment
UMTH Funding Services LP is a Richardson, TX-based company in the Financial Services sector.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.