Yvette Butler

Develops and operates a mobile application that helps people to grow wealth

Develops banking and payments platform powering financial innovation

Operates as an investment management firm which focuses on commercial real estate credit opportunities

SVBIS manages clients' portfolios based on their investment objectives and they will also consult with their clients to determine an appropriate benchmark for returns. The benchmark serves as a starting point for them to design an investment portfolio and guides them towards how the portfolio should be managed on a going-forward basis.

ShareBuilder 401k provides a high-quality1, low-cost investment lineup designed for long-term investing and sound diversification. The firm takes a balanced, unbiased view of selecting, reviewing and adjusting the fund roster for what they deem as suitable for retirement investing. Their Investment Committee conducts a thorough review of the 401(k) investment roster and monitors and adjusts the lineup, both ongoing, and as needed in the best interest of employees.

Provides brokerage services

WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.