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Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
The trucking and logistics industry provides the backbone of the economy, but the payments infrastructure on which it runs is broken; the existing suite of payment tools is outdated, difficult to use, prone to fraud, and saddled with hidden fee structures.
Mea Federal Credit Union is a Columbus, GA-based company in the Financial Services sector.
Chase Card Services USA is a Wilmington, DE-based company in the Financial Services sector.
Lake State Federal Credit Union is a Moose Lake, MN-based company in the Financial Services sector.