Founder Toussaint Bailey seeks to deploy "a direct indexing experience in the private markets" toward areas such as education, small businesses and sustainability.
TIAA enters into definitive agreement to sell TIAA Bank; Voya Financial to acquire Benefitfocus; Heffernan Retirement Services acquires Investment Solutions Group; and more.
/PRNewswire/ Choreo, LLC ("Choreo" or "the firm") – an independent registered investment adviser (RIA) focused on designing and building financial solutions.