Group US Bancorp

Acts as Open-End Investment Fund/Unit Trust

Provides funs administration and support services

Provides investment services

Functions as a hedge fund

Provides financial intermediation services

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

Functions as an open-end investment fund

Provides trust services

Functions as a local school district

Provides investment advice

Acts as Open-End Investment Fund/Unit Trust

Operates apartment buildings

Owns and operates apartments

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Provides payment processing services to the merchants and financial institutions

Provides investment management services

Issues asset-backed/mortgage-backed/structured finance securities

Provides real estate services

Part of Resources for Community Development, Ohlone Gardens LP is a non-profit organization that creates and preserves affordable housing for low- and very low-income individuals and families. The company's mission is to provide safe, stable, and affordable places to live for seniors, lower wage working families, and people with special needs. The company also focuses on inclusiveness, economic strength, and environmental quality and sustainability. The company is based in El Cerrito, CA.

Acts as Open-End Investment Fund/Unit Trust

Functions as an investment holding company

Provides commercial banking services

USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield.

USBI develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. Their strategies are designed to weather unpredictable conditions in all types of market cycles.