INVESTMENT ADVISORS

Fitspot delivers on-site and digital workplace wellness programs to companies nationwide. With the ability to scale across multiple locations, engage communities and lower healthcare costs, Fitspot provides next-generation wellness for the modern workforce.

Fitspot offers on-site services such as juice bars, fitness classes, and health screenings. Our advanced technology platform tracks metrics and streamline…

HealthCheck360 is a corporate wellness and health risk management company focused on reducing medical costs, workers compensation claims, and absenteeism while increasing employee morale and productivity. This is accomplished by identifying present risks with onsite biometric screenings, and a comprehensive Health Risk Assessment, educating the participant with targeted communications, behavior change tools, and…

New Ocean is an innovative software design and development company focused on inspiring solutions through a comprehensive, integrated health and well-being platform to motivate and inform the broader, long-term choices people make that lead to better, healthier lives.

With a team of relentlessly-driven experts and leadership with unrivaled professional experience and a deep-rooted history of disrupting market…

Financial Fitness Group is a leading provider of cloud-based, independent and unbiased financial education and engagement platform. Our platform has been proven to improve users financial aptitude, behavior, and confidence. FFG was founded in 1998 based on scientific research on how to improve the financial literacy of the citizens of the United States. That research continues to this day and is the driving forc…

HMC HealthWorks has over 40 years’ experience as a population healthcare management company. HMC HealthWorks was an early pioneer in adopting behavioral change methodologies and healthcare initiatives that improve overall health status. Because clinical outcomes matter, our stand-alone and blended programs begin with a global and holistic view of a participant’s health that helps them focus on prevention an…

Optum is a leading health services and innovation company on a mission to help make the health system work better for everyone. With more than 107,000 people worldwide, Optum combines technology, data and clinical expertise to improve the delivery, quality and efficiency of health care. Optum collaborates with all participants in health care, connecting them with a shared focus on creating a healthier world. Hos…

Pro Financial Health works to educate and empower the corporate workforce by providing essential financial resources. Pro Financial Health is a leading provider of employee financial wellness services nationwide.