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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Chase Publications Inc is a Riverside, CA-based company in the Financial Services sector.
Preferred Federal Credit Union is a Greenville, MI-based company in the Financial Services sector.
Indigo Payments is a Atlanta, GA-based company in the Financial Services sector.
PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch and operations support services to private funds, mutual funds, exempt and registered investment advisers. Our founders have managed the critical non-investment functions in the alternative and registered fund space. PINE`s founders have served as Chief Financial Officers, Chief Compliance Officers and Chief Operating Officers for both large and boutique investment firms. Services Offered: *CFO Services *Compliance Support *Advisor/Fund Launch Services *Operations Support