2022 EXHIBITING PARTNERS LIST


PLATINUM
CHRISTIAN BROTHERS SERVICES 105
MUTUAL OF AMERICA FINANCIAL GROUP 101
NOTRE DAME FEDERAL CREDIT UNION 111

GOLD
AMAZON BUSINESS 314
AVE MARIA MUTUAL FUNDS 113
BOK FINANCIAL 501
CAPTRUST 107
CATHOLIC FUNERAL AND CEMETERY SERVICES 103
CHRISTIAN BROTHERS INVESTMENT SERVICES (CBIS 109
GRAYSTONE/MORGAN STANLEY CONSULTING GROUP 301
MARTUS SOLUTIONS 200
MyEnroll360 300
OUR SUNDAY VISITOR 215
SAGE INTACCT 315
SERENIC SOFTWARE 400
USI CONSULTING GROUP 201

STANDARD
APLOS SOFTWARE 415
AUGUSTINE ASSET MANAGEMENT 212
BEACON POINTE ADVISORS 308
BLOOMFIELD CAPITAL 204
BOYD WATTERSON ASSET MANAGEMENT 404
BRECKINRIDGE CAPITAL ADVISORS 408
CATHOLIC INVESTMENT SERVICES 411
CATHOLIC MUTUAL GROUP 305
CATHOLIC ORDER OF FORESTERS 413
CLEARPOINT FEDERAL BANK & TRUST 213
CLIFTON/LARSON/ALLEN, LLP 509
CONRAD SCHMITT STUDIOS 310
CROSSMARK GLOBAL INVESTMENTS 313
DANA INVESTMENT ADVISORS 403
DEMARCHE - INSTITUTIONAL INVESTMENT ADVISORS 203
DIOCESAN FINANCIAL PARTNERS 511
eCATHOLIC 309
FACTS 304
FEDERATED HERMES 211
FEG INVESTMENT ADVISORS 402
FLOQAST 210
F. L. PUTNAM INVESTMENT MANAGEMENT COMPANY 307
GABRIEL, ROEDER, SMITH & COMPANY (GRS) 505
GALLAGHER 214
GREATER MISSION 409
GUIDANCE IN GIVING 405
INNOVEST PORTFOLIO SOLUTIONS 513
INVESTING FOR CATHOLICS 202
KNIGHTS OF COLUMBUS ASSET ADVISORS 303
KROLL 312
MILLIMAN, INC. 401
NATIONAL INVESTMENT SERVICES 507
NELNET RENEWABLE ENERGY 306
NICOLAY CONSULTING GROUP 406
NORTHERN TRUST 209
PRENGER SOLUTIONS GROUP (PSG) 206
QVINCI SOFTWARE, LLC 517
RETA TRUST 205
SARASIN ASSET MANAGEMENT 302
SAWGRASS ASSET MANAGEMENT, LLC 412
SGIA MEDICARE CONSULTING 410
ST. JOSEPH FINANCIAL SERVICES 515
STEIER GROUP 407
THE CONCORD ADVISORY GROUP 207
THE MATTHIAS GROUP, LLC 503
THE MCLEAN TOWER GROUP AT MORGAN STANLEY 311
THE NATIONAL CATHOLIC RISK RETENTION GROUP 208
WALDORF RISK SOLUTIONS 414
webCEMETERIES 521
YOUSIF CAPITAL MANAGEMENT, LLC 519

 

625 W. Deer Valley Road, Ste. 103-410, Phoenix, AZ 85027
(602) 992-2900 | dfmc@dfmconf.org
2022 Diocesan Fiscal Management Conference
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