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Westwood Holdings Group, Inc. is one of the leading companies in the Financial Services sector.
401kDirect is one of the leading open architecture retirement plan providers in the industry. It is committed to Advisor, RIA and TPA delivered plans that enjoy highly competitive, fully transparent pricing. With over 30 years of experience offering retirement plan solutions, 401kDirect is able to deliver customizable plan solutions and access to over 10,000 mutual funds, ETFs and CIFs.
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families. Headquartered in Jenkintown, Pennsylvania, the firm also has offices in New York and Washington, DC as well as a network of resources around the world.
Calypso Technology, Inc. is one of the leading companies in the Financial Services sector.
Natixis Global Asset Management (NGAM) is a multi-affiliate organization that offers a single point of access to more than 20 specialized investment firms in the U.S., Europe and Asia. With $930.5 billion AUM, the firm ranks among the world’s largest asset managers. NGAM brings a truly global perspective to the challenges of asset allocation and risk management. Through its Durable Portfolio Construction philosophy, NGAM helps institutions, advisors and individuals address a range of modern market challenges. The firm’s diverse offerings mean it is not beholden to a single house view and can work with financial advisors and other intermediaries on a consultative basis to deliver highly personalized investment solutions.