| Name | Title | Contact Details |
|---|
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Hilco Equity is one of the leading providers in Financial Services. It is based in Waltham, MA. To find more information about Hilco Equity, please visit www.hilcoequity.com
Merchant processing center is a Boston, MA-based company in the Financial Services sector.
Capital Investment Management Inc is a Lees Summit, MO-based company in the Financial Services sector.
National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society. NPT provides philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations through the use of donor-advised funds and supporting organizations. NPT was founded in 1996. Since that time, we have made more than 200,000 grants totaling $5 billion to charities all over the world. We have raised $10 billion in charitable contributions and currently manage $6.2 billion in charitable assets. We rank among the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known experts in philanthropy, government and business.