Meal/Event Sponsor Profiles
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Advisor Partners provides institutional-caliber investment management services to advisors. Established in 2001, the company manages in excess of $140 million. The firm's investment services include socially responsible indexing, active tax indexing, and high quality dividend strategies. Advisor Partners also manages globally diversified ETF and mutual fund-based portfolios. Back to Top |
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Appleseed Fund (APPLX, APPIX) is a mutual fund employing a go-anywhere value strategy that integrates environmental, social, and governance (ESG) factors into its stock selection process. We seek to generate market-beating returns over the long-term by making prudent, disciplined, and sustainable investments. Back to Top |
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Calvert Investments offers mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. With three distinct approaches to Sustainable and Responsible Investment (SRI), Calvert offers investors among the widest choice of SRI strategies of any investment management firm in the United States. Back to Top |
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Calvert Foundation manages more than $200 million raised from thousands of caring investors who want to lift people out of poverty while earning a financial return on investment. While invested, their dollars are hard at work revitalizing poor communities around the world. Learn more at www.calvertfoundation.org or by calling 800.248.0337. Back to Top |
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Folio Institutional's brokerage platform offers advisors fully integrated, model-based trading and portfolio management to efficiently create and trade baskets of securities across multiple client groups utilizing tracking and rebalancing tools. Folio Institutional: Where Possibilities Become Practice. Visit www.folioadvisor.com or stop by our booth to learn more. Back to Top |