investment management

CGT Capital Group is a single family office based in Sheridan, Wyoming, serving the Parker family by stewarding multi-generational capital. It deploys patient capital across real estate, healthcare, alternative assets, technology, and logistics, following a documented discovery, research, and investment process. Its charitable work is carried forward through The Lois Parker Foundation.

capital deploymentdue diligencestrategic partnerships

Cherokee Nation Businesses is the board-governed holding company for the tribally owned business portfolio of Cherokee Nation, the largest Native American tribe with more than 480,000 tribal citizens. It employs more than 11,000 people worldwide across 45+ companies in four business units, generating more than $2.2 billion in annual revenue and contributing 37% of profits to Cherokee Nation for education, healthcare, infrastructure and more.

casino gamingcultural preservationfederal contractingfilm productionhospitalitymeat processing

CIBC U.S. provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. Its U.S. headquarters is in Chicago, and it is backed by a nearly 160-year-old Toronto-based global financial institution. It invests in its businesses, clients, people and communities, striving to build trusting and enduring relationships by putting clients at the center of all it does.

asset-based lendingCapital Marketscommercial lendingcommercial real estateconstruction and engineering financecorrespondent bankingdigital bankingequipment financeprivate bankingSBA lendingtreasury managementwealth planning and trustee services

Citizens Bank & Trust Company has been proudly serving Arkansas and Eastern Oklahoma since 1886, with several locations throughout the River Valley in Crawford County including branches in Van Buren, Alma, Cedarville, Mountainburg and Mulberry. The bank offers personal and business banking, trust and wealth management, and merchant services.

estate planningestate settlementmerchant credit card processingmobile bankingonline bankingtrust administrationwealth management

Cohen & Steers is a global investment manager specializing in real assets and alternative income. Founded in 1986 by Marty Cohen and Bob Steers, the firm began with U.S. listed real estate and has expanded into global real estate, global listed infrastructure, natural resource equities, private real estate, multi-strategy real assets solutions, and alternative income strategies such as preferred securities. The firm became listed on the New York Stock Exchange in 2004 under the ticker CNS.

alternative income strategiesinfrastructure investinglisted real estate investingnatural resource equities investingpreferred securities investingprivate real estate investingreal assets investing

Commercial Bank is a community bank serving Southeast Kansas since 1874, when it was founded as Parsons Savings Bank. It offers personal and business banking, mortgage and other loans, online and mobile banking with Zelle, wealth management, investment management, trust services, and commercial insurance.

Commercial insurancefinancial planningloan servicingmobile bankingonline bankingtrust serviceswealth management

Community Bank of Pleasant Hill is a community bank offering personal and business banking, loans, and wealth management services. It provides checking and savings accounts, certificates of deposit, money market accounts, IRAs, debit and credit cards, safe deposit boxes, and online and mobile banking. The bank also offers personal and business loans, trust and investment management, custody services, and ESOP and retirement plan services.

ACH Servicescoin countingcustody servicesdrive up bankingmerchant card servicesmobile bankingnotary servicesonline bankingpositive payremote deposit capturesafe deposit boxestelephone bankingtrust serviceswire transfers

Coper Group focuses on niche real estate and infrastructure projects and companies, engaging in vertical investment, development and construction. It focuses on commercial real estate, residential multi-family, single family, and renewable energy. Coper invests equity, manages third party and partner investments, manages in-house development, and acts as a general contractor in Florida, Dominican Republic, Puerto Rico and Mexico.

acquisitionConstruction Servicesgeneral contractinginvestment syndicateowner representationproject managementvertical development

Cornerstone Bank is a family-owned community bank in Nebraska, serving Nebraska since 1882 with 48 banking locations in 39 communities and over $2.8 billion in assets. It offers personal and business banking, investment and trust services, and insurance services.

ACH originationag bankingcommercial lendingconsumer lendingcorrespondent bankingfunds transfersmerchant processingmobile bankingMobile Walletmortgage lendingonline bankingRemote Deposittrust managementZelle

COUNTRY Financial is the marketing name for a family of affiliated insurance and financial services companies located in Bloomington, Illinois, including COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company. Founded by farmers and trusted since 1925, it offers auto, home, farm, crop, business, life and health insurance, plus investment, retirement and college savings planning through local representatives.

claims adjustmentfinancial planninginsurance underwritingretirement planningtrust services

CrossBoundary Group unlocks capital for sustainable growth and strong returns in underserved markets through its advisory and investment platforms. It operates as trusted investment advisors and directly deploys capital through investment platforms including CrossBoundary Energy, CrossBoundary Access, CrossBoundary Real Estate, and The Fund for Nature. The team combines local presence and networks with global reach to bridge capital gaps.

capital raisingdeal structuringfinancial analysisfinancial modelinginvestor engagementmarket intelligenceterm sheet analysistransaction facilitation

Culture Shock Investments LLC provides investment management and educational services, created to close the financial education gap in its community. It teaches investing, financial planning, stock market basics, crypto education, and trading strategy, and offers 1-on-1 consultations, personalized financial plans, and an Investor Club with market forecasts, classes, and live Q&A. All sessions are by appointment only.

1-on-1 consultationsfinancial planninglive streaming classesstock and crypto educationtrading education

Fiera Infrastructure is an infrastructure investor that builds a diversified portfolio of high-quality core and core-plus infrastructure assets for the long term. Led by experienced infrastructure specialists, it leverages global relationships and a rigorous investment and asset management approach to identify opportunities for institutional investors, integrating ESG considerations into its portfolio.

asset managementinfrastructure investingportfolio management

Dove Realty Group is a real estate investment firm focused on industrial and small-flex commercial real estate. It promotes exclusive, off-market industrial property opportunities and connects investors with hand-selected, under-the-radar deals. The company negotiates and manages every stage of the process, from acquisition to development and investment.

acquisitiondevelopmentnegotiation

EA Wealth Management, LLC is a financial planning and investment advisory firm based in Fort Worth, TX. Founded and led by CEO Ekua Anyanful, a Certified Financial Planner CFP® with over 23 years of industry experience, the firm provides trusted and independent advice, investment recommendations, financial plans, and insurance products to individuals, business owners, young investors, pre-retirees, retirees, and international clients.

Education planningfinancial planninginsurance strategiesretirement planningrisk management

Evergreen 360 is a Colorado Springs firm that brings together financial planning, mortgages, insurance, and real estate services under one roof. Its Evergreen 360 framework connects Income, Growth, Protection, and Legacy, and it takes a personalized, fiduciary approach to investment management. It serves clients in Colorado Springs, Teller County, Monument, Castle Rock, and the greater Denver metro area.

1031 exchange planningfinancial planninginsurance brokeragemortgage lendingReal estate services

Farther Finance Advisors, LLC ("Farther") is a financial advisory firm that partners with nonprofits, endowments, and foundations, acting as an Outsourced Chief Investment Officer (OCIO). It combines fiduciary leadership with Intelligent Wealth technology to provide investment management, fiduciary oversight, governance support, and risk management. Farther advisors operate in 80+ cities, powered by a national financial technology firm.

financial technologygovernance supportOCIO servicesportfolio constructionrisk management

First Business Bank is a wholly owned subsidiary of First Business Financial Services (Nasdaq: FBIZ) that specializes in business banking, private wealth, and bank consulting services. It offers commercial banking, treasury management, commercial lending, company retirement plans, specialty finance, and private wealth solutions such as financial planning, investment management, and trust & estate administration.

accounts receivable financingasset-based lendingAsset liability managementcommercial lendingequipment financefloorplan financingtreasury managementTrust & estate administration

First American Bank & Trust is a community bank founded in 1928 by J. H. Hubert, headquartered at 300 College Avenue in Athens, Georgia, a building listed on the National Register of Historic Places. It offers personal and business banking, lending, treasury management, and trust and wealth management services, with locations in Clayton, Winder, Watkinsville and Lawrenceville.

business lendingestate administrationmortgage lendingremote deposit capturetreasury managementtrust services

First Hawaiian Bank is described as the largest Hawaii bank, offering personal, private, and business banking services in Hawaii, Guam, and Saipan. Deposit products are offered by First Hawaiian Bank, Member FDIC. Its Wealth Management Group provides investment advice and financial products and services through First Hawaiian Bank, and First Hawaiian Advisors offers investment and insurance strategies in partnership with Raymond James.

financial planningmerchant services and payment processingonline and mobile bankingwealth management

Sunflower Bank, N.A. is a full-service financial institution founded in Kansas in 1892 and headquartered in Dallas, TX, with locations in multiple states. It operates as First National 1870 in Albuquerque, Los Alamos, and Santa Fe, NM. FirstSun Capital Bancorp is its parent holding company. The bank provides relationship-focused personal, business, commercial, private wealth, and mortgage financial solutions.

commercial lendingmerchant servicesmortgage lendingSBA preferred lendingspecialty lendingtreasury managementtrust and fiduciary serviceswealth planning

First Western Bank & Trust is a community bank serving North Dakota, South Dakota, Minnesota, and Arizona since 1964. It provides personal, business, and agricultural banking, mortgage loans, and trust and wealth management services, blending local knowledge with banking technology.

bill paycash managementfarm and land managementmerchant services and payment processingmobile check depositoil and gas managementonline and mobile bankingtrust administration

FX2 Capital is a real estate investment firm that helps accredited investors build wealth through carefully curated real estate assets. It provides early access to high-value, off-market real estate investments and prioritizes capital preservation through strategic underwriting, conservative leverage, and disciplined risk management. The firm focuses strategically on Florida while diversifying across asset classes, markets, and strategies.

advanced data modelingconservative leveragemarket analyticsrisk managementstrategic underwriting

Garcia Hamilton & Associates, L.P. (GH&A) is a 100% employee-owned, Texas HUB and MBE certified asset management firm providing high-quality domestic fixed income strategies for institutional investors. The firm has been providing investment management since 1988, has 40 employees, and manages over $23.7 billion in fixed income assets.

fixed income asset management