Brett Kramer

Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs.

Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs.

Liberty Bank NA provides banking services. It offers business banking, that includes; business checking and savings solutions, small business administration loans, cash management services, and liberty express loan; personal banking, that includes; checking accounts, statement savings, health savings accounts, money market accounts, certificate of deposits, retirement savings, and college savings; and home loans, including; home equity, and residential mortgage loans. The company was founded in 1990 and is headquartered in Beachwood, OH.