Al Steele

Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA

Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US.

Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada.

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting.