CLOs on the Move


 
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TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Adams Brown

Adams Brown is a regional certified public accounting and advisory firm based in Wichita, Kansas, founded in 1945. With nearly 400 professionals, the firm serves clients across all 50 U.S. states, Canada, and the Caribbean. It is recognized as one of the largest accounting firms in Wichita and is affiliated with BKR International, which enhances its ability to assist clients with international business operations. The firm offers a wide range of services, including tax planning and compliance, audit and assurance, business consulting, client accounting and advisory services, wealth management, and managed IT and cybersecurity services. Adams Brown has specialized teams focused on various industries, such as agriculture, construction, manufacturing, healthcare, and not-for-profit organizations. The firm emphasizes a client-centric approach, fostering strong relationships and providing personalized service to closely held and family-owned businesses, as well as individuals and families seeking financial planning.

American National Bank & Trust

American National Bank & Trust is a financial institution with a history dating back to 1856. Originally established as West Omaha National Bank, it has grown to be one of the largest banks in the Midwest, serving clients in Nebraska, Iowa, and Minnesota. The bank focuses on personalized service and building long-term relationships with both business and personal clients. The bank offers a wide range of financial services, including checking and savings accounts, consumer lending, mortgage lending, and construction financing. It also provides trust and investment services, managing approximately $1 billion in assets, and offers real estate title services, equipment and auto leasing, and personal investment services. American National Bank & Trust is committed to fiscal responsibility and conservative banking practices, ensuring financial strength and stability for its customers.

Family Office

Structure and develop real eastate and other hard asset deals.

Axtra3D

Axtra3D brings first-of-its-kind functionality to 3D printing with innovative products that are revolutionizing Additive Manufacturing. Outperforming SLA, DLP & LCD in speed, resolution, print area and surface quality, Axtra3Ds Lumia 3D Printer delivers a whole new 3D Printing experience with reliable, scalable, high speed, fine resolution printing—all in one machine.