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CBIZ is a investment management firm based in Cleveland, United States. CBIZ provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Cirrus Wealth Management is a investment management firm based in Cleveland, United States. Cirrus Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
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On February 12, 1908, the Cleveland State Bank (CSB) opened its doors for business and became a thread of that historical fabric. Now, the CSB has celebrated a notable milestone, “a century of service!” Over the past 100 years, they have built on the foundation laid by the generations who went before them, and they are excited and pleased at how those efforts came together to distinguish their financial institution, the Cleveland State Bank, of Cleveland, Mississippi, as a long-time member of this community.
In early 1907, a group of Cleveland area citizens first realized the need for a bank. August Erdmann’s Hall was the location for a special meeting called on May 1, 1907. After the banking business was fully explained and discussed, the community members in attendance began their subscriptions for the necessary $15,000.00 of capital stock. The first new bank facility was occupied in 1911 and remained the home of the Cleveland State Bank until 1959, at which time the building sold for $4,500.
Cohen&Co is full-service investment bank type financial advisory firm specialized in project finance for infrastructures, founded by Prof. Remy Cohen in 1994. Cohen&Co. provides advisory services for corporates, governments, financial sponsors and institutions combining the more than 30 years-experience in investment banking, with deep knowledge of public and private finance and strong exposure to national and international academic research.
Evarts Capital serves as Intermediary representing buy-side and sell-side clients with industrial operations in the $2 to 50 million value range. Sell-side clients include Fortune 100 Corporations, privately-held companies, and private equity firms. Buy-side engagements have normally been with private equity firms, corporate strategic acquirers, private investors and management buy-out teams. Evarts provides valuation and financing capabilities critical to most transactions.
Fairpoint Wealth Management, LLC is a investment management firm based in Cleveland, United States. Fairpoint Wealth Management, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Fairport Asset Management is a investment management firm based in Cleveland, United States. Fairport Asset Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Financial Management Strategies is a investment management firm based in Cleveland, United States. Financial Management Strategies provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
First Fiduciary Investment Counsel is a investment management firm based in Cleveland, United States. First Fiduciary Investment Counsel provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
