CLOs on the Move

Spartan Capital

www.spartancapital.com

 
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
William Hodge
 Chief Compliance Officer Profile
Andrew Heath
 Chief Compliance Officer Profile

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iQ Credit Union

iQ Credit Union has provided members with intelligent financial services that deliver unbeatable value since 1940. The Credit Union helps consumers and business members make smarter banking decisions to maximize their finances and enjoy life`s journey. The credit union is a member of the CO-OP Network giving members access to over 30,000 ATMs nationwide for free. Insured by NCUA and Equal Housing Opportunity. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. iQ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at iQ Credit Union are licensed to transact securities business in OR and WA.