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Hirtle, Callaghan & Co., Inc. provides investment management services for endowments, foundations, pension funds, health care organizations, and wealthy families, and takes pride in its assemblage of independent chief investment officers. Its services include global investment strategies, risk management, and access to alternative investments such as hedge funds and private equity. Founded in 1988, Hirtle, Callaghan & Co. has more than $17 billion in assets under management. The company has six US offices.

Hokanson Associates, Inc. was founded in 1987 and is controlled by president Neil Hokanson. Hokanson Associates company provides financial planning services and manages diversified stock and bond investment portfolios. It primarily serves a clientele of wealthy individuals in the San Diego area; it also serves institutional investors including pension plans, corporations, and not-for-profit organizations. Hokanson Associates has approximately $295 million of client assets under management.

HollisWealth Inc. is a Canada-based diversified wealth management company. Through its various subsidiaries, the Company provides diversified wealth management and investment solutions including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. The Company has three main businesses: investment management (HollisWealth Investment), financial advisory, and capital markets, comprised of institutional sales and trading, investment banking and research. HollisWealth Investment operates principally through the Company’s subsidiary, Goodman & Company and through Aurion Capital Management Inc. HollisWealth Financial provides financial advisory and capital market services to both retail and institutional clients across Canada.

HSBC Private Bank comprises the private banking operations of UK banking bigwig HSBC Holdings. A subsidiary of principal holding company, HSBC Private Banking Holdings (Suisse) and operating through several subsidiaries of its own, the company specializes in private banking and trustee services such as investment advisory and wealth and tax planning for wealthy individuals and families. Banking services include deposit products, debit and credit cards, lines of credit, loans, high-end residential mortgages and home equity loans, and other related services. HSBC Private Bank group also provides specialty advisory services to charities, foundations, media companies, and diamond and jewelry concerns.

ICMA Retirement Corporation company was founded in 1972 by public-sector employers through the International City/County Management Association. ICMA Retirement Corporation (ICMA-RC) offers financial planning and manages and administers retirement plans exclusively for public-sector employees. A not-for-profit organization, it offers products including retirement health savings plans, IRAs, 401(a)s, 401(k)s, and 457s. ICMA Retirement Corporation company serves more than 800,000 employees of state and local governments, offering some 900 retirement savings plans in all. ICMA-RC is sponsor of the Vantagepoint and Milestone funds.

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