Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.

Founded in 1953, E.G. Bowman is an NYC-based commercial insurance brokerage, providing innovative risk management and insurance services to businesses, municipalities and nonprofits. We are a mission-driven firm, with history dating back to our founding in 1953 as the first black woman-owned commercial insurance firm in the United States.

Rossiter Insurance Agency: Crafting Health and Financial Solutions Rossiter Insurance Agency, a stalwart of expertise, pioneers innovative health insurance plans and personalized financial strategies. With decades of dedication, the agency excels in both realms. Decades of Excellence: With a lasting legacy, Rossiter is an expert in health insurance and financial planning, nurturing strong client bonds and industry acclaim. Tailored Solutions: Specializing in adaptable health insurance, Rossiter ensures cost-effective coverage through comprehensive client assessments. Personalized Financial Plans: Beyond insurance, Rossiter's personalized financial strategies encompass short-term goals, risk profiles, and investments for enduring financial security. Client-Centric Approach: Clients are paramount; Rossiter's solutions are crafted through deep consultations, fostering trust and meeting individual needs. Industry Leadership: As industry drivers, Rossiter's leaders engage in events, infusing insights into cutting-edge offerings. Ethical Integrity: Ethics define Rossiter's operations, nurturing trust and reliability in all interactions. Empowering Futures: Beyond insurance, Rossiter partners to secure lasting futures, embodying empowerment, innovation, and steadfast support.

1st in Third Party Administration. Premier administrator of Group Health Plans, specializing in self-funded programs for public and private employers. INDECS is destined to be your administrator of choice, serving our clients as if INDECS were a part of their management team.

Founded in 1989, The Whitmore Group, Ltd. has steadily built our business beyond insurance brokering. Each of our managers is vital to the operation and structure of The Whitmore Group. I invite you to review our website for information about the divisions of The Whitmore Group and our management team. Working together is something The Whitmore Group does exceptionally well. At The Whitmore Group, we understand the importance of providing insurance products that meet the needs and concerns of our clients as well as building relationships that stand the test of time. That is why, at The Whitmore Group, A Relationship Is A Partnership. The Whitmore Group, Ltd. provides the gamut of insurance products and services such as Commercial Property and Casualty, our specialized Funeral Services Program, Personal Insurance, Health Benefits, Life Insurance and Estate Planning, Financial Services, Real Estate Insurance Programs, and Claim Services. The Whitmore Group is committed to simplifying the insurance purchasing process for our clients while securing their coverage with only the finest insurance providers available. For these reasons, we encourage you to communicate your reaction. Your comments and thoughts are most welcome as we continue to serve you better.