Leverage the 818 Business Model to generate solid growth through careful research, risk management, and hands-on support.
The financial sector is a vast and dynamic field that encompasses a wide range of services and activities. To better understand this industry, it is crucial to delve into its various business divisions, each playing a unique and essential role. We will explore the key divisions that 818 Capital Group supports that define the financial sector and their significance in the global economy.
>ASSET MANAGEMENT DIVISION: Liberty One Investment Management is a third party asset management company that involves the professional management of financial assets on behalf of individuals and institutional investors. Asset managers create and manage investment portfolios, making decisions on asset allocation, diversification, and risk management. See below for more details on how our different companies operate.
>WEALTH MANAGEMENT DIVISION: The Tranel Financial Group is our wealth management division that caters to high-net-worth individuals and families, providing customized financial solutions that encompass investment management, estate planning, tax optimization, and retirement planning. Wealth managers aim to preserve and grow their clients’ wealth over the long term while ensuring financial security.
>INSURANCE NEEDS: 818 Capital Group takes on the tasks to ensure that the insurance contracts are up to date and that each company is managing risk and protecting individuals and businesses from unforeseen events. This can include life insurance, property and casualty insurance, health insurance, and various other types of coverage. We assess risks and find policies tailored to specific needs, contributing to financial stability and peace of mind.
>FINTECH DESIRES: Financial technology (fintech) is a rapidly evolving division that leverages technology to disrupt and enhance traditional financial services. We are looking to innovative solutions in robo-advisory, investment collaboration, data aggregates and more. Driving digital transformation in the financial industry and making financial services more accessible and efficient is how we can help you help your clients.
>REGULATORY AND COMPLIANCE DIVISION: Within the financial industry, regulatory and compliance divisions are crucial to ensure the integrity and stability of financial markets. Compliance enforces rules and regulations designed to protect consumers, maintain market integrity, and prevent financial crises. We help you to stay within those regulations and create systems and processes for easy oversight.
The financial industry is a multifaceted sector that plays a pivotal role in the global economy. Its various business divisions work in harmony to provide essential services, from facilitating day-to-day transactions to managing vast investment portfolios. Understanding these divisions is essential for navigating the complex world of finance, whether you are an investor, a business owner, or simply interested in the financial landscape. As the industry continues to evolve, staying informed about these divisions will be key to making informed financial decisions and seizing opportunities in this dynamic field.
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We invite you to explore our website to learn more about 818 Capital Group, our portfolio companies, and our commitment to building a brighter future. Whether you’re an investor seeking opportunities, a potential partner, or simply curious about what we do, we look forward to connecting with you.
