We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.

Koppinger & Associates is a team of dedicated and experienced advisors committed to helping clients better understand specific needs in protecting their business assets, reputation, and bottom line. They help their clients build strong organizations by driving growth and generating results with solutions that take their business to the next level.

Total Benefit Systems, Inc, based in Flint, MI, is a distinguished insurance broker operating from a larger office, emphasizing expertise in delivering comprehensive benefits solutions to both local and regional employers. With a specific focus on medical and ancillary benefits, this office location has demonstrated its commitment to understanding and meeting the diverse needs of businesses in the region. The broker's impressive portfolio includes successful collaborations with top clients such as Baker College Professional Services in educational services, Brighton Ford in the automobile dealers industry, and The Tobin Group in activities related to real estate. These partnerships, each with participant numbers ranging from 40 to 420+, underscore Total Benefit Systems, Inc's ability to navigate the intricacies of activities related to real estate, educational services, and automobile dealers industries, showcasing their versatility across various sectors. As a vital component of a local brokerage firm, Total Benefit Systems, Inc in Flint is deeply rooted in the community, providing localized support and understanding. Their demonstrated experience with midsize employers further positions them as a reliable and knowledgeable partner for employers seeking tailored benefits solutions to meet the unique needs of their workforce.

M&M Benefit Group is a highly reputable local insurance broker with an office situated in Novi, Michigan. Their unwavering commitment to exceptional customer service and expertise has earned them high ratings and positive reviews from clients. With a focus on serving clients of large and midsize employers, M&M Benefit Group has established itself as a trusted partner in the insurance industry. An exemplary illustration of M&M Benefit Group's capabilities lies in their collaboration with Success Mortgage Partners, Inc., a prominent employer in the offices of real estate agents and brokers industry with 750 members. M&M Benefit Group worked closely with the HR and finance team of Success Mortgage Partners, Inc. to create customized insurance solutions tailored to the unique needs of their members. This included the setup of a comprehensive HMO plan, PPO plan, PBM, and drug plan, ensuring comprehensive coverage and benefits for their employees. In addition to Success Mortgage Partners, Inc., M&M Benefit Group also serves esteemed employer clients like Kaul Safety International D/B/A Choctaw-Kaul Distribution. Their expertise spans across various industries, including offices of real estate agents and brokers and miscellaneous nondurable goods merchant wholesalers. With a strong presence in Pennsylvania, the Novi office of M&M Benefit Group extends its top-notch services to clients in the state. Their local expertise and dedication to delivering tailored insurance solutions have solidified their position as a reliable partner for large and midsize employers in Pennsylvania and beyond.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

We work to ensure that our clients receive the most comprehensive coverage available at an affordable price. At Kane Mostyn, our independent insurance agents specialize in Individual Health Insurance, Small and Large Group Health and Benefits and Medicare throughout the state of Michigan. Our agency works closely with a variety of highly rated insurance companies to ensure that our clients receive the most comprehensive coverage available.