S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$20.72
+3.2%
$20.80
$16.40
$24.52
$919.55M1.1497,111 shs92,500 shs
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
$48.19
+2.9%
$51.77
$15.80
$60.09
$1.52B1.67287,757 shs335,158 shs
First Foundation Inc. stock logo
FFWM
First Foundation
$6.78
+5.4%
$7.46
$3.69
$11.47
$363.09M1.23602,567 shs316,711 shs
HomeStreet, Inc. stock logo
HMST
HomeStreet
$12.68
+3.8%
$14.10
$4.20
$18.21
$239.12M1.32297,075 shs53,834 shs
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
$30.58
$30.94
$18.35
$34.87
$1.03B1.94290,519 shs4,252 shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
+1.31%-0.67%-0.20%-11.23%+0.85%
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
+0.85%-6.08%-7.80%-9.54%+140.33%
First Foundation Inc. stock logo
FFWM
First Foundation
+1.10%-5.86%-2.58%-38.17%-9.44%
HomeStreet, Inc. stock logo
HMST
HomeStreet
-0.89%-3.48%-17.49%-18.26%-33.08%
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
0.00%0.00%0.00%0.00%0.00%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
4.2844 of 5 stars
3.34.02.50.01.85.01.9
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
3.1556 of 5 stars
3.51.00.00.02.62.52.5
First Foundation Inc. stock logo
FFWM
First Foundation
3.8795 of 5 stars
3.50.00.83.11.93.32.5
HomeStreet, Inc. stock logo
HMST
HomeStreet
1.8037 of 5 stars
1.04.00.80.01.43.32.5
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
N/AN/AN/AN/AN/AN/AN/AN/A

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
2.50
Moderate Buy$26.5027.90% Upside
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
3.00
Buy$61.8628.36% Upside
First Foundation Inc. stock logo
FFWM
First Foundation
3.00
Buy$11.5069.62% Upside
HomeStreet, Inc. stock logo
HMST
HomeStreet
2.00
Hold$12.17-4.05% Downside
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
N/AN/AN/AN/A

Current Analyst Ratings

Latest HMST, TSC, FFWM, BY, and CUBI Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/8/2024
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
Jefferies Financial Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$61.00 ➝ $64.00
4/3/2024
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
Stephens
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetEqual Weight ➝ Equal Weight$26.00 ➝ $25.00
1/30/2024
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
Piper Sandler
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$27.00 ➝ $28.00
1/30/2024
HomeStreet, Inc. stock logo
HMST
HomeStreet
Wedbush
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$15.00 ➝ $16.00
1/29/2024
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
B. Riley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$62.00 ➝ $77.00
1/29/2024
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
Raymond James
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetStrong-Buy ➝ Strong-Buy$65.00 ➝ $72.00
1/26/2024
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
Wedbush
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetOutperform ➝ Outperform$70.00 ➝ $65.00
1/26/2024
First Foundation Inc. stock logo
FFWM
First Foundation
Wedbush
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$10.00 ➝ $11.00
(Data available from 4/19/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$535.79M1.72$2.73 per share7.58$22.65 per share0.91
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
$1.44B1.06$5.91 per share8.16$48.02 per share1.00
First Foundation Inc. stock logo
FFWM
First Foundation
$174.85M2.19$4.46 per share1.52$16.39 per share0.41
HomeStreet, Inc. stock logo
HMST
HomeStreet
$178.77M1.34$3.31 per share3.83$28.62 per share0.44
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
$289.94M3.55$2.86 per share10.69$19.49 per share1.57

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$107.88M$2.677.768.32N/A20.13%13.27%1.42%4/25/2024 (Confirmed)
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
$250.14M$7.316.596.50N/A17.23%18.75%1.19%4/25/2024 (Confirmed)
First Foundation Inc. stock logo
FFWM
First Foundation
-$199.06M-$3.52N/A6.58N/A-31.95%1.80%0.13%4/25/2024 (Confirmed)
HomeStreet, Inc. stock logo
HMST
HomeStreet
-$27.51M-$1.46N/A15.46N/A-6.23%1.55%0.09%4/22/2024 (Estimated)
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
$78.06M$1.8516.5310.54N/A27.20%13.05%0.66%N/A

Latest HMST, TSC, FFWM, BY, and CUBI Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
4/25/2024N/A
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$0.63N/A-$0.63N/AN/AN/A  
4/25/2024N/A
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
$1.62N/A-$1.62N/AN/AN/A  
4/25/2024N/A
First Foundation Inc. stock logo
FFWM
First Foundation
$0.0080N/A-$0.0080N/AN/AN/A  
1/29/2024Q4 2023
HomeStreet, Inc. stock logo
HMST
HomeStreet
$0.03-$0.12-$0.15-$0.06$49.73 million$45.95 million
1/25/2024Q4 2023
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$0.67$0.73+$0.06$0.78$101.07 million$100.79 million
1/25/2024Q4 2023
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
$1.76$1.90+$0.14$2.01$187.87 million$191.18 million
1/25/2024Q4 2023
First Foundation Inc. stock logo
FFWM
First Foundation
$0.02$0.05+$0.03$0.05$62.03 million$56.37 million

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$0.361.74%+44.22%13.48%N/A
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
N/AN/AN/AN/AN/A
First Foundation Inc. stock logo
FFWM
First Foundation
$0.040.59%N/AN/A N/A
HomeStreet, Inc. stock logo
HMST
HomeStreet
$0.403.15%+7.72%N/A N/A
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
N/AN/AN/AN/AN/A

Latest HMST, TSC, FFWM, BY, and CUBI Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
1/25/2024
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
Quarterly$0.091.6%2/5/20242/6/20242/20/2024
1/25/2024
First Foundation Inc. stock logo
FFWM
First Foundation
quarterly$0.010.4%2/2/20242/5/20242/15/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
0.35
0.92
0.91
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
0.92
0.93
0.91
First Foundation Inc. stock logo
FFWM
First Foundation
1.52
1.05
1.05
HomeStreet, Inc. stock logo
HMST
HomeStreet
3.66
1.11
1.10
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
0.72
0.95
0.95

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
67.73%
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
89.29%
First Foundation Inc. stock logo
FFWM
First Foundation
73.10%
HomeStreet, Inc. stock logo
HMST
HomeStreet
74.71%
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
76.34%

Insider Ownership

CompanyInsider Ownership
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
35.04%
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
9.40%
First Foundation Inc. stock logo
FFWM
First Foundation
10.20%
HomeStreet, Inc. stock logo
HMST
HomeStreet
4.60%
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
7.90%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
1,05544.38 million28.83 millionOptionable
Customers Bancorp, Inc. stock logo
CUBI
Customers Bancorp
71131.49 million28.53 millionOptionable
First Foundation Inc. stock logo
FFWM
First Foundation
56756.47 million50.71 millionOptionable
HomeStreet, Inc. stock logo
HMST
HomeStreet
82118.86 million17.99 millionOptionable
TriState Capital Holdings, Inc. stock logo
TSC
TriState Capital
36133.64 million30.98 millionNot Optionable

HMST, TSC, FFWM, BY, and CUBI Headlines

SourceHeadline
WA: Tri-Cities voters may be asked to cut transit sales taxes. This is what it could meanWA: Tri-Cities voters may be asked to cut transit sales taxes. This is what it could mean
masstransitmag.com - April 11 at 9:37 AM
Tri-Cities voters may be asked to cut transit sales taxes. This is what it could meanTri-Cities voters may be asked to cut transit sales taxes. This is what it could mean
msn.com - April 9 at 10:54 PM
Tri-Cities transit board wants voters to cut sales tax, reducing funding by $200M by 2037Tri-Cities transit board wants voters to cut sales tax, reducing funding by $200M by 2037
tri-cityherald.com - April 8 at 4:18 PM
TCC to host eclipse viewing party, open to the public with solar glasses availableTCC to host eclipse viewing party, open to the public with solar glasses available
msn.com - April 7 at 8:33 AM
Pittsburgh Awards NewsPittsburgh Awards News
bizjournals.com - March 2 at 1:17 PM
TMG faces roadblock in purchase of office building in SF’s SoMaTMG faces roadblock in purchase of office building in SF’s SoMa
therealdeal.com - March 1 at 5:15 PM
Capital One Spark Cash Select for Business Review 2024Capital One Spark Cash Select for Business Review 2024
businessinsider.com - February 25 at 5:06 AM
New filing asks for permission to re-sell the Tri-County Mall siteNew filing asks for permission to re-sell the Tri-County Mall site
msn.com - February 23 at 11:59 PM
Truist selling last chunk of insurance business. Now what?Truist selling last chunk of insurance business. Now what?
americanbanker.com - February 20 at 8:32 PM
VOTE: Tri-Cities Best Thrift StoreVOTE: Tri-Cities Best Thrift Store
msn.com - February 12 at 7:32 PM
Former Tri-County Mall, site for Artisan Village, in foreclosureFormer Tri-County Mall, site for Artisan Village, in foreclosure
local12.com - February 9 at 6:42 PM
TriState Capital Holdings, Inc. Deposit Shs Repr 1/40th 6.75 % Non-Cum Perp Red Pfd Rg Shs Series ATriState Capital Holdings, Inc. Deposit Shs Repr 1/40th 6.75 % Non-Cum Perp Red Pfd Rg Shs Series A
thestreet.com - February 4 at 7:42 PM
Franklin Co. heading toward multi-million budget crisis. Can it avoid a tax increase?Franklin Co. heading toward multi-million budget crisis. Can it avoid a tax increase?
tri-cityherald.com - February 1 at 6:51 PM
Sticker shock hits taxpayers in this Tri-Cities district, but schools still face cutsSticker shock hits taxpayers in this Tri-Cities district, but schools still face cuts
news.yahoo.com - January 30 at 10:50 AM
Tristate Collaboration, LLC formalized to create value for Member Credit UnionsTristate Collaboration, LLC formalized to create value for Member Credit Unions
cuinsight.com - January 22 at 5:51 PM
Tri-Cities first addiction recovery center plans taking shape. What will it cost?Tri-Cities first addiction recovery center plans taking shape. What will it cost?
tri-cityherald.com - January 22 at 12:50 PM
TriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private BankingTriState Capital Bank Hires Lettrich as SVP & Relationship Manager of Private Banking
monitordaily.com - January 16 at 8:18 AM
Tri-county area sees increase in sales tax collections in NovemberTri-county area sees increase in sales tax collections in November
news.yahoo.com - December 19 at 10:31 PM
First New York FCU and Catholic Charities Tri-County Services announce toilet paper take downFirst New York FCU and Catholic Charities Tri-County Services announce toilet paper take down
cuinsight.com - December 11 at 2:55 PM
20 People to Know in Banking: Kyle OConnor, TriState Capital Bank20 People to Know in Banking: Kyle O'Connor, TriState Capital Bank
bizjournals.com - December 7 at 7:23 PM
TriState Capital Hires Kaplan as Relationship Manager for Equipment FinanceTriState Capital Hires Kaplan as Relationship Manager for Equipment Finance
monitordaily.com - November 16 at 7:47 AM
C-Suite Awards: A Q&A with Melvin Washington, TriState Capital BankC-Suite Awards: A Q&A with Melvin Washington, TriState Capital Bank
bizjournals.com - November 9 at 2:53 PM
Tri County Tech’s $1M investment ignites advanced firefighter training for regionTri County Tech’s $1M investment ignites advanced firefighter training for region
msn.com - October 28 at 7:39 AM
TriState Capital Bank Adds Park as SVP and Relationship Manager for Private BankingTriState Capital Bank Adds Park as SVP and Relationship Manager for Private Banking
monitordaily.com - October 25 at 9:24 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Byline Bancorp logo

Byline Bancorp

NYSE:BY
Byline Bancorp, Inc. operates as the bank holding company for Byline Bank that provides various banking products and services for small and medium sized businesses, commercial real estate and financial sponsors, and consumers in the United States. It offers various retail deposit products, including non-interest-bearing accounts, money market demand accounts, savings accounts, interest-bearing checking accounts, and time deposits; ATM and debit cards; and online, mobile, and text banking services, as well as commercial deposits. The company also provides term loans, revolving lines of credit, and construction financing services; senior secured financing solutions to private equity backed lower middle market companies; small business administration and united states department of agriculture loans; and treasury management products and services. In addition, it offers financing solutions for equipment vendors and their end users; syndication services; and investment, trust, and wealth management services that include fiduciary and executor services, financial planning solutions, investment advisory services, and private banking services for foundations and endowments, and high net worth individuals. The company was formerly known as Metropolitan Bank Group, Inc. and changed its name to Byline Bancorp, Inc. in 2015. Byline Bancorp, Inc. was founded in 1914 and is headquartered in Chicago, Illinois.
Customers Bancorp logo

Customers Bancorp

NYSE:CUBI
Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides financial products and services to individual consumers, and small and middle market businesses. The company provides deposit banking products, which includes commercial and consumer checking, non-interest-bearing and interest-bearing demand, MMDA, savings, and time deposit accounts. Its lending business offers commercial and industrial, commercial real estate, and multifamily and residential mortgage loans; SBA lending and financing; specialty lending includes fund finance, real estate specialty finance, technology and venture, and healthcare and financial institutions group; commercial loans to mortgage companies, and commercial equipment financing; and fund finance, such as variable rate loans secured by collateral pools to private debt funds; and cash management services. In addition, the company provides digital banking including Banking-as-a-Service to fintech companies, payments and treasury services to businesses, and consumer loans through fintech companies and the TassatPay, a blockchain-based instant B2B payments platform which offers instant payments including over-the-counter desks, exchanges, liquidity providers, market makers, funds, and other B2B verticals. Further, it offers mobile phone and internet banking, wire transfers, electronic bill payment, lock box, remote deposit capture, courier, merchant processing, cash vault, controlled disbursements, positive pay, and cash management services, such as account reconciliation, collections, and sweep accounts. The company was incorporated in 2010 and is headquartered in West Reading, Pennsylvania.
First Foundation logo

First Foundation

NASDAQ:FFWM
First Foundation Inc., through its subsidiaries, provides banking services, investment advisory, wealth management, and trust services to individuals, businesses, and other organizations in the United States. The company operates in two segments, Banking and Wealth Management. It offers a range of deposit products, including personal and business checking accounts, savings accounts, interest-bearing demand deposit accounts, money market accounts, and time certificate of deposits; and loan products consisting of multifamily and single family residential real estate loans, commercial real estate loans, commercial term loans, and line of credits, as well as consumer loans, such as personal installment loans and line of credits, and home equity line of credits. The company also provides various specialized services comprising trust services, online and mobile banking, remote deposit capture services, merchant credit card services, ATM cards, Visa debit cards, and business sweep accounts, as well as insurance brokerage services and equipment financing solutions. In addition, it offers investment management and financial planning services; financial, investment, and economic advisory and related services; and treasury management services, such as bill pay, check/payee/ACH positive pay, wire origination, internal and external transfers, account reconciliation reporting, mobile deposit, lockbox, cash vault services and merchant processing. Further, the company provides support services, including the processing and transmission of financial and economic data for charitable organizations. It operates through a network of branch offices and loan production offices. The company was founded in 1985 and is headquartered in Dallas, Texas.
HomeStreet logo

HomeStreet

NASDAQ:HMST
HomeStreet, Inc. operates as the bank holding company for HomeStreet Bank that provides commercial, mortgage, and consumer/retail banking services in the Western United States. The company offers personal and business checking, savings, interest-bearing negotiable order of withdrawal, and money market accounts, as well as certificates of deposit; credit cards; insurance; and treasury management services. Its loan products include commercial real estate (CRE), multifamily, construction and land development, owner occupied CRE and commercial business loans; and single family, home equity, and other loans. In addition, the company offers online, mobile, and telephone banking. It serves small and medium sized businesses, real estate investors, professional firms, and individuals. The company operates through branches and ATMs. The company was formerly known as Continental Mortgage and Loan Company. HomeStreet, Inc. was incorporated in 1921 and is headquartered in Seattle, Washington.
TriState Capital logo

TriState Capital

NASDAQ:TSC
TriState Capital Holdings, Inc. operates as the bank holding company for TriState Capital Bank that provides various commercial and private banking services to middle-market businesses and high-net-worth individuals in the United States. The company operates in two segments, Bank and Investment Management. Its deposit products include checking accounts, money market deposit accounts, and certificates of deposit, as well as promontory's certificate of deposit account registry services and insured cash sweep services. The company also provides loans that are secured by cash, marketable securities, cash value life insurance, residential property, or other financial assets, as well as commercial and industrial loans, commercial real estate loans, personal loans, asset-based loans, acquisition financing, and letters of credit. In addition, it offers liquidity and treasury management services, such as online balance reporting, online bill payment, remote deposit, liquidity, wire and automated clearing house, foreign exchange, and controlled disbursement services; and equity and fixed income advisory and sub-advisory services to third party mutual funds and series trust mutual funds, as well as separately managed accounts primarily comprising ultra-high-net-worth and institutional clients that include corporations, ERISA plans, Taft-Hartley funds, municipalities, endowments, and foundations. Further, the company provides cash management services; and capital market services, such as interest rate swaps and investment management products, as well as engages in wholesaling and marketing the investment products and services. It offers its products and services through its main office located in Pittsburgh, Pennsylvania, as well as through its four additional representative offices in Cleveland, Ohio; Philadelphia, Pennsylvania; Edison, New Jersey; and New York, New York. The company was incorporated in 2006 and is headquartered in Pittsburgh, Pennsylvania.