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TruStage Financial Group, Inc., formerly known as CUNA Mutual Group, / ˈ k juː n ə / is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. TruStage Financial Group sells commercial and consumer insurance and protection products.
The Applied Security Analysis Program (ASAP) is an investment education program at the University of Wisconsin–Madison School of Business which offers both MBA and MS degree programs. ASAP students manage over $50 million in equity and fixed-income assets as part of the program's hands-on approach to investment training.
CliftonLarsonAllen LLP (known as CliftonLarsonAllen or CLA) is a professional services firm and the eighth-largest [3] accountancy firm in the United States. It was established in 2012 with the merger of Clifton Gunderson LLP (based in Milwaukee, Wisconsin) and LarsonAllen LLP (based in Minneapolis, Minnesota). [4]
Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
The University of Wisconsin System Trust Funds consist primarily of monies that have been gifted directly to a UW institution rather than to one of the separate, supporting foundations. The Trust Funds Office works externally with donors and other related parties, and internally with the benefiting campuses and colleges, to facilitate the ...
Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
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