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At Hartford Funds, we believe in human-centric investing: a unique approach that uses research to understand the emotional relationship between advisors, their clients, and their investments, then creates solutions and advisor tools designed to serve those investors and their varying mindsets. Human-centric investing goes beyond performance to strengthen advisor-client relationships by helping investors better realize their true life goals. We also believe in applying the same human-centric principles to our own workplace, cultivating an environment that fosters collaboration and encourages the entrepreneurial spirit.
Sawgrass Asset Management is a Jacksonville Beach, FL-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Haddox Reid Burkes is a Jackson, MS-based company in the Financial Services sector.
The Springs Resort and Spa is a Pagosa Springs, CO-based company in the Financial Services sector.