STRATEGIC ALLIANCES
Strategic Alliances
We have built strategic alliances with highly respected and talented organizations and professionals who help us deliver quality financial products and services to employers. They work with O.M. Financial to provide practical, effective solutions to help employers meet many of the benefit-related challenges facing them today.
Elite Capital Management Group
Elite Capital Management Group is a specialized registered investment advisor. Pioneers of the employee benefits pre-funding concept, Elite manages conservative yet powerful portfolios exclusively for credit unions. Using tactical asset allocation in the Elite Yield Enhancement Pre-Funding Program®, the firm has helped credit unions earn superior returns to fight employee benefit costs.
Sherin and Lodgen LLP
Sherin and Lodgen LLP is a general practice law firm located in Boston and in practice since 1945. It has represented nearly 100 credit unions nationwide in a variety of matters, and is an Associate Member of the Massachusetts Credit Union League. In addition to credit unions, the firm represents many local, regional and national clients in a variety of industries, including financial services, food and other retailing, real estate development and leasing, energy and natural resources, education, pharmaceuticals and medical devices, museums and other non-profit organizations, and professional services.
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