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Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
D. F. King & Co., Inc. is one of the leading companies in the Financial Services sector.
Calypso is the leading provider of front-to-back technology solutions for the financial markets. With over 20 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, we are able to focus our significant resources on customer problems, bringing simplicity to the most complex business and technology issues. The constant pressures for better allocation of capital and improved risk management, matched by an ever changing regulatory landscape in the financial markets demand technology solutions that are reliable, adaptable and scalable. In response Calypso provides customers with a single platform designed from the outset to enable consolidation innovation and growth. The result is compelling. Faster time to new markets, enterprise risk reduction and lower technology costs drive immediate improvements to our customers` bottom line. The facts speak for themselves. Calypso is used by over 34,000 market professionals in over 60 countries. Representing more than 180 financial institutions, our customers operate in a diverse range of developed and emerging markets across Asia, Americas, Europe, Middle East and Africa. Calypso has over 700 staff in over 21 global offices, with headquarters in San Francisco, California.
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.