| Name | Title | Contact Details |
|---|
M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
Western Federal Credit Union is a Manhattan Beach, CA-based company in the Financial Services sector.
Established in 2006, AppCrown, LLC is a Salesforce-based leading technology integration provider that delivers the most comprehensive and innovative integration and practice management solutions that enable financial advisers and broker/dealers to automate and streamline internal processes and enmesh them with third-party financial software applications.
FundingShield provides the residential mortgage industry`s highest level of protection in the funding process to close newly origination mortgage loans. We protect against loss of funds due to inaccurate and/or insufficient documentation, diversionary wire practices or parties closing in excess of their coverage limits from closing agents or attorneys which could jeopardize closing protection letter coverage. FundingShield provides monitoring at the transaction level, not by assigning risk tolerance or rating levels to parties but by active monitoring of its clients closings and inspection of the necessary documentation to make an assurance of a valid CPL. We may use exclusionary lists but we do not rely on looking at outdated exclusionary lists to approve a transaction like the majority of the industry. FundingShield is your single destination to quickly and efficiently access sources to detect fraud risk in closing protection letters (CPLs) and to validate your closing agents compliance with state license requirements verifying these critical details at the transaction level We look at each transaction to confirm that: –The parties to the closing are properly licensed and/or authorized including an attorney bar status verification –The documents have name, legal entity and other data matches vital to ensure coverage –The correct state forms are being used –The closing party is within its issuance limits –That sufficient insurance in type/form and amounts are in place (crimes policies, E&O or other coverages that may be needed to afford protections and states has different requirements) –The bank account where funds are to be transferred match our existing database as to account name and title Regulatory bodies such as the OCC and CFPB are placing extremely high standards on Third Party Service Provider Due Diligence –we believe mitigating risk associated to an organizations third parties exposure should be done at the time of each transaction
Clackamas Community Federal Credit Union is a Oregon City, OR-based company in the Financial Services sector.