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Financial Companies

Participating in the operation, management or advisory capacity to a Financial company exposes the personal assets of all board members and management teams.  An individual acting in any of these roles has a fiduciary responsibility to act in the best interests of the organization and the customers they represent.  An individual can be held personally responsible for losses that have occurred due to failure to act in the best interests of the organization or its customers just as much as being held responsible for making wrong decisions and/or indecision.

JAISIN has designed solutions to meet the needs of Financial Institutions large and small.

  • Community Banks
  • Private Equity Firms
  • Venture Capital
  • Broker-Dealers
  • Family Offices
  • Mutual Funds
  • Hedge Funds
  • Registered Investment Advisory (RIA)