Top Executive: Andrew Rogers http://www.geminifund.com
631-470-2600
450 Wireless Boulevard
Hauppauge, NY 11788
Etcetera:
Founded in 1983
What is the service or product you offer to RIAs?
Gemini partners with investment companies to deliver comprehensive pooled investment solutions, including mutual funds, hedge funds, variable annuities, and alternative investments such as collective investment trusts. We bring products to market with a broad range of customized services. Our industry leading pooled investment solutions include comprehensive fund servicing, variable annuities ...
PENSCO Trust Company is a world-class custodian that helps investors build wealth in taxable and tax-deferred accounts.
PENSCO offers a complete range of services that enable investors to hold a wide range of alternative assets, such as private equity, venture capital, real estate, notes, foreign currency and precious metals.
Top Executive: Stuart DePina http://www.tamaracinc.com/
866-525-8811
811 First Avenue, Suite 340
Seattle, WA 98104
Etcetera:
100 FTEs
Founded in 2000
What is the service or product you offer to RIAs?
Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established. Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...
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