iVEST Partners offers expanded services to our clients.  We have partnered with the organizations below which enables our clients to reduce costs while improving efficiencies in their operations. Furthermore, we welcome your suggestions to continue to expand iVEST Partners network.

Investment Banking Services
This is a financial services company, and through its wholly owned subsidiary, This Financial Corporation, offers investment banking services specializing in raising capital, facilitating public offerings and mergers and acquisitions.

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Specialist in Human Resources Outsourcing
This organization can provide services from payroll services, employee manuals, EEO compliance to employee benefit audits

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Employee Benefits and HR Solutions

This Resource Partner has national affiliations with insurance, audit and financial firms to provide unique client solutions and expertise in:

• Employee Benefits Consulting

• Executive Planning and Retirement Planning

• Human Resources, Benefits and Human Resource Information Systems (HRIS)Administration

• International Ex-Patriot coverage

• General Liability and Risk Management Consulting

Proprietary programs are offered in:

• Medical plan and Pharmacy Benefit Management (PBM -Rx) claims/ re-pricing & billing audit

• Private Equity Portfolio Aggregation Program (Employee Benefits, General Liability and HRIS)

• Human Resources compliance audit and outsourcing  using best in class HRIS/Payroll technology

• Service and Administration features

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Full Service Corporate Insurance Services
This organization has upheld 80 years of commitment by providing its clients

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