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Absolute Capital partners with registered representatives and other financial professionals to help clients investing in mutual funds, IRAs, 401(k)s, 403(b)s, 457s, variable annuities and variable life insurance products pursue their investment goals through actively managing risk in their portfolios. |
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A financial services company dedicated to providing an institutional investment solution to investors of all sizes. The Accessor Funds, designed to be the perfect actively-managed building blocks for constructing diversified portfolios, provide the foundation. Daily supervision of some of the world's best managers, a performance incentive fee structure, and proprietary technology combine for a readily accessible 'turn-key' product for Investment Professionals. |
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AllianceBernstein L.P. is one of the largest publicly traded global asset management firms in the world with approximately $813 billion in assets under management at 9/30/07. AllianceBernstein provides diversified, global investment management services that include growth and value equities, blend strategies and fixed income services to institutional, high net worth and retail clients worldwide. Additionally, through its Sanford C. Bernstein & Co., LLC ("Bernstein LLC") subsidiary, AllianceBernstein provides in-depth research, portfolio strategy, trading and brokerage-related services. |
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Founded in 1896 and based in Minneapolis, Allianz Life Insurance Company of North America (Allianz) provides fixed and variable annuities, life insurance policies, and long term care insurance products in the United States. |
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Managing money for individuals and institutions for more than 45 years. |
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Since 1983 American Financial Management, LTD has served the Financial Services Industry providing disciplined yet adaptive strategies using momentum and relative strength to identify potential growth opportunities and reduce risk within client portfolios. Our momentum-based quantitative STAIRS® (Sub-account Technical Allocation Investment Review System) process allows for the movement of capital from one fund to another as market trends unfold. Our broad product selection and low minimums allow nearly every client to consider our services. |
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A family of funds covering investment mixes from money market to aggressive growth. American Funds is a registered trademark of American Funds Distributors, Inc. |
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American Realty Capital Trust, Inc. an SEC registered, non-traded REIT, invests primarily in freestanding, single-tenant retail properties net leased long term (15 years or greater) to investment grade (S&P rated BBB- or better) and creditworthy tenants. For more information, call toll-free (877) 373-2522. |
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AmeriFunds Diversified Funding is an alternative investment product that offers income and capital appreciation. Headquartered in Scottsdale, AZ, AmeriFunds invests in privately held real estate notes at a discount, offering yields that have consistently outperformed stocks and bonds with far less volatility. We work with financial advisors to safely grow your clients' investment portfolios. |
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AmREIT, a self-managed real estate investment firm, focuses on the acquisition and development of "Irreplaceable Corners" - premier retail frontage properties in high-traffic, highly populated areas - to hold for long term value. |
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Annuity marketing organization offering marketing, consulting, and training. |
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API Funds is a leading turnkey asset management provider to investment professionals. API Funds provide investment advisors with professionally managed portfolio models to allow you to tailor each portfolio to your clients' individual needs. |
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APM Funds makes alternative investments accessible to individuals and institutions by forming strategic, mutually beneficial partnerships with quality money managers.
APM Funds acts as sponsor to privately offered commodity pools and hedge funds. |
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ArciTerra is a real estate investment and development company that was established to offer quality opportunities in an industry clouded by complexity. By staying ahead of the market, ArciTerra continues to offer its investors innovative opportunities as they emerge. |
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Arrow Funds is a mutual fund company that believes in offering targeted
portfolio solutions for the ever-changing capital markets. We focus on
creating value for our shareholders by offering investment strategies
that seek to enhance returns and mitigate risk. |
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The Alternative Strategies Mutual Fund is a Multi-Strategy, Multi-Manager investment vehicle offered by Ascentia Capital Partners. Ascentia provides innovative investment strategies that seek to Enhance Returns, add Diversification, and Reduce Volatility in both Bull and Bear market conditions. |
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Enterprise Fund Distributors, Inc. offers a wide array of mutual funds that provide you access to top-level, professional money management firms. At Enterprise, you can choose from an assortment of investment accounts, including IRAs and college savings accounts, to meet your savings, retirement and college savings goals. |
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AXA Equitable Life Insurance Company (AXA Equitable) is a respected leader in the insurance industry; governments, institutions, corporations, foundations and individuals rely on our products. They rely on our strength and our experience. |
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Behringer Harvard is a real estate investment company that sponsors investment products to meet the needs of savvy, diversification-minded investors. |
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Blackhawk focuses on land in the path of future commercial and residential growth, as well as developer take-out or partnerships on commercial or residential projects. Blackhawk operates nationally with emphasis on growth markets in the Sun Belt states with an investment range between $10 Million and $40 Million.
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BlackRock® is a premier provider of global investment management services. As of September 30, 2007, BlackRock manages $1.3 trillion across fixed income, equity, liquidity, asset allocation/balanced, real estate, and alternative strategies for institutional and retail clients worldwide. |
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The new Bright Directions College Savings Program provides advisors
and investors a quality, low cost, multi-managed, advisor-sold 529 plan.
Plus an attractive Illinois State Income tax deduction. |
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A registered investment adviser since 1979, BTS Asset Management is one of the oldest and largest risk management firms in the country. BTS offers a wide range of investment programs seeking preservation of capital, income, and total return over a 3 to 5 year period. Our risk management advisory programs can be implemented using a number of different mutual fund and variable annuity companies. We invite financial representatives to contact BTS to find out how we can help you and your clients navigate today's
volatile markets. |
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Provides mutual funds that invest in socially and environmentally responsible companies. |
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Cawley Partners is a Dallas-based real estate investment and development company which specializes in commercial office, industrial, multifamily and multi-use properties. Cawley Partners has over 20 years of experience in the tenant representation business, and almost a decade in acquisition and development ventures. |
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Chase Insurance is the company for life, annuity and financial products
that you can choose with confidence. Chase Insurance is committed to
making insurance simple. |
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Clark Capital Management Group, Inc. is a boutique wealth management
firm offering institutional investment management strategies to high net
worth individuals, families and foundations. Founded in 1986 and
managing over $1 Billion, Clark Capital works exclusively through
partnerships with Independent Financial Advisors. |
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CNL Securities Corp., a subsidiary of CNL Financial Group, Inc., has worked with an extensive network of more than 300 FINRA member broker/dealer firms with more than 19,700 registered representatives nationwide. The company provides broker/dealers and its representatives with real estate investment products designed to offer portfolio diversification. For more information, contact CNL Securities Corp. managing dealer, at (866) 650-0650 or visit at our website at www.cnlsecurities.com. Member FINRA/SIPC. |
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As an asset management company with more than $709 billion assets under management, Columbia Management and its affiliates make up one of the nation's largest and most experienced asset management companies. We're also one of the oldest investment organizations with a history that dates back to the early 1900s.
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Community National Bank provides nationwide custody services for self-directed Traditional, Roth, and SEP IRAs. We can hold a wide variety of investments, including limited partnerships, REITs, stocks, bonds, mutual funds, etc. Our true specialties are exceptional customer service and reasonable fees. |
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Dynamic Markets need Dynamic Management and that's what Cornerstone
Asset Management Services, Inc. brings to the average investor.
Systematic, emotionless, computer-driven strategies have helped
Cornerstone manage their client portfolios since 2006, and we are
excited about the opportunity to help your clients as well. We offer a
range of risk-based investment strategies from mutual funds and ETF's to management of variable annuity sub-accounts. |
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Cornerstone redefines the way real estate is viewed within the investment portfolio and brings it into the mainstream for individual investors and their financial advisors. The Cornerstone Funds offer investors conservative real estate alternatives that generate cash flow and the potential for growth while hedging against bond volatility and inflation. |
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CUNA Mutual Insurance Society (CMIS), headquartered in Madison, WI, is a leading provider of financial services to financial institutions and their valued customers worldwide. As we celebrate 75 years of market commitment in 2010, the CMIS vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused products and market-driven innovation. As of December 31, 2009, financial records of CMIS, a FORTUNE 1000 company, indicated $14.5 billion in assets, $2.6 billion in operating revenues and $1.6 billion in policyowner surplus. CMIS markets its wide range of individual annuities and insurance to customers nationwide under the "MEMBERS Insurance & Investments" name, in recognition of its strong mutual company heritage. |
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Curian Clearing, LLC is a member of the National Association of
Securities Dealers, Inc. (NASD) and is the the exclusive broker/dealer
for Registered Investment Advisor Curian Capital. Curian Capital has
taken the power of managed accounts traditionally reserved for the
wealthy and institutional investors and delivered it to a broader range of investors than ever before. With the investor's personal goals and objectives in mind, Curian Capital and the Financial Professional work together to deliver a comprehensive investment plan that reflects the appropriate risk level for the investor. Curian Capital is a registered investment advisor headquartered in Denver, Colorado. |
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Offers Mutual Funds and Variable Annuities. |
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Delaware Investments provides world-class asset management services and solutions for institutions and individuals. |
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Headquartered in Henderson, Nevada, Desert Capital Real Estate Investment Trust (REIT) is a mortgage REIT that lends money directly to real estate owners and developers or extends credit indirectly. Our goal is to deliver attractive dividend income to investors through the acquisition of real estate loans. |
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Since our founding in 1997, we have been a leader at introducing investment solutions that help sophisticated advisors and investors execute dynamic, active investment strategies. |
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A real estate investment trust (REIT) designed for investors seeking current income and long-term growth potential. |
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Dreyfus, established in 1951 and headquartered in New York City, is one of the nation's leading managers of investment products and strategies, backed by the strength and resources of the global financial services powerhouse, BNY Mellon. |
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Dunham & Associates, Inc., is an NASD registered broker-dealer and a registered investment advisor whose purpose is to provide investment advisory and management services to a variety of clients including qualified individuals, trust, corporations, and pension plans. |
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DWM Investment Management, LLC (DWMIM) is a full service investment company committed to helping sophisticated investors and representatives achieve their financial goals by being your proactive, independent investment consultant and manager. |
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In the US, DWS Investments represents the retail activities of Deutsche Bank's worldwide asset management operation - a truly global force with extensive resources and a unique perspective. |
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Eaton Vance is one of the oldest financial services firms in the United States, with a history dating to 1924. Reflecting the traditional values of its home in Boston, Massachusetts, Eaton Vance established its reputation as an investment manager for wealthy individuals by offering a conservative approach to managing money and an uncompromising commitment to integrity and quality. |
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Evergreen Investments is the brand name under which Wachovia Corporation (NYSE:WB) conducts its investment management business and is a leading asset management firm serving more than four million individual and institutional investors through a broad range of investment products.Led by 400 investment professionals, Evergreen Investments strives to meet client investment objectives through disciplined, team-based asset management. For more information please visit EvergreenInvestments.com |
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Top management at Evergreen Realty Group has been active in real estate securities since 1978 leading up to the formation of the current organization in 1995. In the early days, Evergreen management concentrated on self-storage as a real estate development and advisory firm. Since that time, Evergreen has expanded into garden apartments, collegiate community living, senior housing, manufacturing/distribution centers, business parks and mid-rise office buildings. |
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With over 135 different domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options, Federated delivers a diversified product line to financial intermediaries to help them reach a variety of investment goals for their clients. Product performance, breadth and innovation, combined with one of the largest wholesaling sales forces in the industry, have enabled Federated to achieve substantial asset growth over its 49-year history. |
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Put Fidelity's resources to work for you - Fidelity's globally integrated research team enables us to seize opportunities in world financial markets the moment they arise.
We believe that this considerable advantage can translate to strength in every asset class, giving financial advisors more ways to help diversify their clients' portfolios than nearly anyone else. Our dedication to advisors and their clients has helped us become one of the largest, most respected investment firms in business today.
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First American Funds is one of the largest mutual fund families in the nation. First American Funds offer a broad array of funds to meet the needs of a diverse range of clients. |
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First Clearing is a leading provider of clearing, custodial and other operational support services to high-quality broker-dealers across the United States. Drawing upon a deep heritage in retail brokerage and a commitment to advisor-centric service, First Clearing empowers firms through SmartStation's single-sign on, integrated broker desktop technology, a broad array of industry-leading advisory products, proprietary and third-party research, and exceptional training solutions for new and experienced advisors. First Clearing's unique Growth Accelerator program provides advisors at all levels the tools, theory and proven best practices designed to help them take their business to the next level. |
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The international investment management firm Arnhold and S. Bleichroeder Advisers offers a variety of services. |
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First Southwest Company is one of the country's preeminent financial advisory and investment banking firms. For nearly 60 years, the company has been a leader in the public finance industry with a reputation for financial expertise, innovative thinking, uncompromising integrity and personalized service. Clients ranging from government and public agencies to domestic and international corporations have called on First Southwest for its proven experience and exceptional resources. |
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First Trust Company of Onaga acts as custodian for self-directed individual retirement accounts. First Trust Company of Onaga service enables customers to hold a comprehensive list of administratively feasible investments, including special assets.
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First Trust Portfolios L.P. First Trust Portfolios L.P. has become a recognized leader in providing the most innovative financial services in the marketplace and continues to develop diverse investment products that deliver competitive financial returns. |
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Forward Management is the investment advisor to the Forward Funds. We identify leading domestic and international investment managers with solid track records of performance in niche asset classes. Our Funds provide investors active investment management focused on adding alpha to core investment portfolios. |
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Offers investment products under the Franklin, Templeton, Mutual Series, Bissett and Fiduciary brand names. Manage investment vehicles for individuals, institutions, pension plans, trusts, partnerships and other clients. |
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FS Investment Corporation (FSIC) is a publicly registered investment
fund focused on investing in the debt securities of private companies
throughout the United States. FSIC is managed by affiliates of
Philadelphia-based FB Capital Partners, LP and The Blackstone Group L.P.
(NYSE: BX). |
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A fee-based mutual fund platform offering no-load and load-waived mutual funds.
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Green Black Energy, LLC was formed in 2008 to acquire producing and non-producing mineral rights in core areas of unconventional shale plays in Texas, Louisiana and other proven shale formations throughout the United States. Green Black Energy's business strategy is to acquire mineral rights at values that reflect current economic conditions. |
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A full service real estate company that specializes in the acquisition, development and management of commercial real estate. |
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Gentry Mills Capital ("GMC") is a real estate investment firm whose purpose is to seek out, package and provide quality commercial real estate investment opportunities to investors represented by investment professionals in the financial services industry. GMC's management team has more than 75 years of combined experience in the commercial real estate industry and more than 35 years combined experience in the securities industry. |
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Genworth Financial is among the largest U.S. insurance and financial services holding companies, with an expanding global presence. Genworth has operations in 24 countries, and 6,900 employees serving 15 million customers around the world. |
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GlenHalls Development Opportunity Fund, LLC is a private real estate fund offered to Accredited Investors through a select group of Broker Dealers. The Fund was created to capitalize on the large number of value-added and opportunistic properties available in the small- and mid-sized commercial real estate markets. |
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Great American Financial Resources, Inc., and our subsidiaries provide a wide range of retirement solutions for educators and non-profit organizations. We are an authorized provider of fixed, fixed-indexed and variable annuities used in retirement plans at more than 6,000 school districts nationwide. |
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Guardian Life Insurance Company of America offers a complete line of financial services, insurance products, retirement planning, and investment solutions through our network of financial representative and agencies. |
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The Hartford is a leading provider of life insurance, group and employee benefits, automobile and homeowners insurance and business insurance - as well as investment products, annuities, mutual funds, and college savings plans. |
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Since 1984, the Hartman organization has been maximizing investor value by acquiring, leasing and managing quality shopping centers, office buildings and office/warehouse facilities that have delivered strong overall yields. Over the past two decades, Hartman has formed 18 limited partnerships, acquired more than 54 properties, leased, managed and operated more than 5,000,000 square feet of commercial properties. |
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Healthcare Trust of America, Inc. (HTA) is a self-managed, non-traded, publicly registered REIT that invests in medical office buildings and healthcare-related facilities. Our portfolio consists of 43 properties in 19 states , with $1.5 billion in assets. We are currently have 5.5 million in assets under management, are 90% occupied and have raised over $1.2 million in equity to date. For more information or to order a prospectus please visit our website at www.htareit.com or call (877) 373-2522. |
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HighMark Funds is a nationally recognized family of mutual funds with more than $8 billion in assets. HighMark Funds offer a wide range of mutual funds, from conservative money market funds to more aggressive growth funds, including asset allocation portfolios. HighMark Funds are appropriate for both individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. |
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Horizon Investments, LLC is a third party investment advisor providing individual advisors and other registered investment advisors with asset management services. We offer dynamic asset allocation strategies and the highest level of customer service to our national network of representatives.
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ICON has an unconventional, disciplined approach to investing. Rather than relying on qualitative factors, ICON uses a non-emotional, quantitative methodology. We analyze earnings in an effort to identify underpriced industries beginning to show leadership, and invest in companies within those industries. It's a value-based, bottom-up, go anywhere Multi Cap system that gets results. |
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Offers asset management, mutual funds, insurance and retirement planning. |
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Over the past 39 years, The Inland Real Estate Group of Companies ("Inland") has raised more than $11.5 billion from investment product sales to more than 250,000 investors. Inland has completed more than 254 investment programs; in each case, no investor has received less than his or her contributed capital. With in excess of $18.0 billion in assets and exceeding 168 million square feet of commercial properties under current management, Inland proves that "Who You Invest With Is Everything®". |
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The Institute for Wealth Management takes an uncommon approach to the
investment advisory business. Whereas others search for managers to fit certain investment classes, The Institute maintains a focus on true Global Tactical Asset Allocation (GTAA). Our philosophy is that proper asset allocation over time will outperform security selection and any single investment style/approach. To that end we have sought the most respected institutional asset allocation and risk managers in the country. Since we do not create the allocations in house it allows us to be objective in our process of selecting and terminating managers. |
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Invesco AimSM brings the strength of global diversification to your business and clients' portfolios through our global reach and diversified investment strategies delivered the way you want.
As part of Invesco, one of the world's largest and most diversified independent investment management firms, we provide global reach through more than 500 investment professionals, investment centers operating in 25 cities in 12 countries, client support in 20 countries, and the value of a single focus: managing money.
Our specialized investment teams' distinct perspectives offer you diversified investment strategies spanning: equity, asset allocation, fixed income, cash management, and alternatives. |
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Find out what Disciplined Active Portfolio Management can do for your
clients' portfolio. ITS Asset Management has been employing unique
investment strategies since 1970. Our programs are tailored to meet
Strategic, Dynamic and Tactical investment objectives. |
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Ivy Funds is an exceptional combination of investment managers that
offers global reach and capabilities to advisors and their clients. Ivy
seeks to enable its fund shareholders to remain comfortably committed to
their long-term goals. |
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At Natixis Funds, we've brought together some of the most highly regarded money managers in the industry so that we are able to provide you with quality funds. Experienced investment managers and premium customer service they add up to a great opportunity for you! |
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For over a century, J.P. Morgan has been providing asset management solutions to some of the world's most demanding clients. We have built our firm on a relentless drive to achieve investment returns and a commitment to put our clients first. We bring this heritage and philosophy to our investors. |
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Jackson National Life Insurance Company, headquartered in Lansing, Michigan, (Jackson) is an industry leader in variable, fixed and fixed index annuities. The company also offers life insurance and institutional products. Jackson markets its products in 49 states and the District of Columbia through independent and regional broker-dealers, financial institutions and independent insurance agents. Jackson's subsidiary, Jackson National Life Insurance Company of New York(R) (Purchase, New York), similarly markets fixed and variable annuities in the state of New York. Through its affiliates and subsidiaries, Jackson also provides asset management, retail mutual funds and retail brokerage services. |
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Provides a large selection of domestic and international income and equity funds to individuals and institutions. |
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The KBS REIT seeks strong, stable cash flows along with the opportunity for enhanced returns. The REIT s advisor (KBS Capital Advisors) is an affiliate of KBS Realty Advisors who has invested or managed over $5.4 billion in 475 assets nationwide. |
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Keating Capital, Inc. is a business development company that makes minority, non-controlling equity investments in private businesses that are seeking growth capital and are committed to, and capable of, becoming public companies. |
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LEAF Financial Corporation is a commercial finance and equipment leasing company headquartered in Philadelphia, Pennsylvania. We are a subsidiary of Resource America, Inc. (NASDAQ:REXI), a specialized asset management business that uses its industry specific expertise to generate and administer investment opportunities for its own account and for outside investors in the structured finance, real estate and equipment leasing industries. |
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Liberty Bankers Life and Capitol Life offer fixed annuities that are among the industry's most competitive. Check out their 1, 3, 5 and 7 year guaranteed interest rates. For safety, yield and tax deferral, look to LBL and CLIC for solutions. For more information, call 800-274-4829 or visit our website: LibertyBankersLife.com. |
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For more than 65 years, Lincoln Benefit Life Company has been an
innovator in bringing insurance and annuity products to policyholders
nationwide. Lincoln Benefit Life was acquired in 1984 by Allstate Life Insurance Company specifically for its ability to develop competitively priced insurance and annuity products for distribution through independent agents. The company's financial strength and ability to met its obligations to policyholders are reflected in the high rankings it has received by independent analysts. Lincoln Benefit Life prides itself on its ability to provide exceptional products and service to its customers. |
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With a heritage in the financial services industry dating back over 50 years, Lincoln Trust is one of the largest independent providers of trust and custodial services in the country. You can count on us to deliver exceptional service, best-of-breed products and the next-generation online support. |
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Lord Abbett is a private, independent money management company, managing
over $101.9 billion in assets (as of December 30, 2005) including a
broad family of mutual funds as well as separately managed equity,
fixed-income and balanced accounts for corporations, institutions and
individuals. |
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Macquarie Group is a global provider of banking, financial, advisory, equipment leasing, investment and funds management services. A public company, Macquarie operates in more than 70 office locations in 28 countries. Macquarie employs over 12,700 staff and has assets under management in excess of $190 billion. |
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MainStay Investments is a registered name under which New York Life Investments does business. New York Life Investments is an institutional money manager that, together with its affiliates, has approximately $263 billion in assets under management as of March 31, 2010. New York Life Investments is a service mark for New York Life Investment Management Holdings LLC and its affiliate, New York Life Investment Management LLC, both of which are subsidiaries of New York Life Insurance Company.
MainStay Investments, an indirect subsidiary of New York Life Insurance Company, New York, NY 10010, provides investment advisory products and services. |
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Provider of financial protection products and investment management services to individuals, families, businesses and groups in selected international markets. |
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Extensive range of life insurance products as well as long term care insurance, retirement services and investment products. |
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Products include homeowners, auto, boat, life, annuities, and IRA's. |
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A family of over fifty funds covering all areas of the investment spectrum. |
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Midland National is one of the top life insurance companies in the country. Midland National Offers various types of life insurance, financial investing, retirement planning and other products to meet your financial needs. |
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MMA helps people manage resources in ways that honor God through its professional expertise in insurance and financial services. Rooted in the Anabaptist faith tradition, MMA offers practical stewardship education and tools to individuals, congregations, and organizations. |
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Morningstar® Managed Portfolios allows you to delegate portfolio management to an independent, experienced investment team so you can spend more time on financial planning and business development. This program's simplified approach helps eliminate the strategic complexities for investors while maximizing portfolio success. In addition to sophisticated investment solutions, Morningstar Managed Portfolios delivers extensive online back-office capabilities, integrated communication tools, and dedicated support and service. |
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National Advisors Trust provides first-class trust and custodial services with professional attention delivered at favorable costs. With its strong and growing asset base, the company is one of the largest independent trust companies in the nation. |
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National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions® to nearly 336 clients ranging from retail broker/dealers to institutional investment firms. Collectively, National Financial's clients have more than 86,000 brokers. |
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Provider of long-term savings and retirement products, including variable annuities, fixed annuities and life insurance, as well as investment management services, pension products and administrative services. Insurance: Car, Auto, Home Owner, Business. |
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Noble Royalties, Inc. specializes in locating, evaluating and acquiring mineral, royalty and overriding royalty interests in producing wells and future production on undeveloped acreage. Noble generally targets properties with an estimated reserve life of between 25 and 35+ years, producing monthly tax advantaged income. Since 1997, Noble has completed approximately 76 acquisitions, all of which have no debt, no leverage and no capital calls. |
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Offers municipal bond, taxable bond, balanced, value, growth and global equity, and real asset funds. |
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Based in Bellevue, Washington, we have been serving our clients for over 20 years as an Investment Advisory Firm. We manage assets for individuals, including IRA's and 403(b) plans, and various legal entities such as corporations, trusts, foundations, pensions, profit-sharing plans and 401(k)plans. |
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Pacific Life Insurance Company provides life insurance, variable annuities, mutual funds, 529 college savings plans, as well as fixed annuity products. Pacific Life Insurance Company's products and services cover individuals, and businesses. Pacific Life Insurance Company also offers group health benefits, structured settlement annuities, and institutional products. |
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Paladin Realty Partners, LLC is private real estate investment firm that sponsors real estate investment funds on behalf of institutional investors and high net worth individuals. Founded in 1995 in partnership with former U.S. Treasury Secretary, William E. Simon, the firm is now wholly-owned by its active management team. Since its establishment, Paladin Realty's private investment funds have acquired or developed hundreds of properties, comprising a variety of product types located throughout the United States and select emerging markets, with a total projected capitalization of over $5 billion. Paladin Realty also sponsors an SEC-registered, non-traded REIT, which focuses on core and core-plus properties in the United States. |
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Offers Variable Universal Life, Universal Life, Term life insurance & Deferred and Immediate Annuities. |
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At The Penn Street Fund, it is our goal to provide the very best investment management services through a professionally managed family of mutual funds.
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Pershing is the leading provider of comprehensive brokerage execution, clearance, data processing, and investment products and services to financial organizations worldwide. |
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A global investment manager dedicated to growing and preserving
client assets and building trust, in partnership with financial professionals and institutions worldwide, since 1928. |
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We invite you to discover the difference that professional money management makes. Our approach to managing money begins with actively managing exposure to risk. We offer a range of investment programs using managed proprietary strategies for individuals, corporations, non-profit institutions, and endowments. |
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The Principal Financial Group® (The Principal®), a member of the FORTUNE 500, is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance and banking through its diverse family of financial services companies. The Principal has $195.2 billion in assets under management and services some 15.6 million customers worldwide from office in 11 countries. |
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ProFunds offers the widest selection of index-based mutual funds in the industry with the flexibility to control your investments. |
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Offer a variety of products and services, including insurance, mutual funds, annuities, real estate brokerage franchises, relocation services, and more. |
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Located in the heart of the great Northwest, Purcell Advisory Services, LLC is a manager of managers. Its risk averse investment programs adhere to strict standards of active, tactical and absolute return strategies for the benefit of advisors and their clients. |
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Putnam Investments manages mutual funds and other financial products for investors around the world. Putnam has over 65 years experience and manages mutual funds, IRAs, 401(k)s, 529 college savings plans, annuities, institutional portfolios and separately managed accounts for individuals and institutional investors. |
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The RK Opportunity Fund, LLC is for investors seeking advantages from the real estate correction. Specializing in multifamily, investment grade real estate, RK has a 33 year history and an impressive track record. RK's approach concentrates on under-performing properties purchased at a discount, then adding value to maximize returns. Our well-earned reputation is based upon a conservative approach to underwriting, i.e. modest leverage of 50-60% coupled with minimum debt coverage ratios of 150%. This enables us to meet our priorities of safety, income and appreciation. For more information, visit our website www.rkprop.com or call Investor Relations at 1-800-677-7333. |
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RBC Correspondent Services, a division of RBC Capital Markets, provides fully disclosed clearing and execution services, technology and product solutions to unaffiliated broker/dealers across the United States. |
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The Reef Companies have sponsored direct participation programs offering
investors opportunities to participate in the oil and natural gas
industry. Reef identifies, evaluates and develops prospects that have
the potential for monthly cash distributions and tax benefits.
Leveraging knowledge and experience from our team of land, geological,
engineering and finance professionals, who have a combined average of 26
years industry experience, Reef provides investors with the means to
strengthen, balance, and diversify portfolios with oil and gas. |
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Regatta Research & Money Management is a SEC registered money management, research, and comprehensive financial planning firm. Regatta provides total wealth management services to affluent individuals, corporations, CPA's, Broker-Dealers and their representatives, and institutions. |
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Reliance Trust Company is one of the leading investment firms in the country with clients in all states and several countries.
Providing personalized investment, wealth management, - Investment Services - Trust Outsourcing Services and financial services to individual, corporate and institutional clients throughout the country has been our only business for more than 30 years. |
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Resource Real Estate, Inc. ("RRE") is a national real estate firm specializing in opportunistic and value-add investing in real estate with an emphasis on multifamily properties. RRE currently manages a real estate portfolio of approximately $1.7B with over 14,000 apartment units and 1.1 million square feet of commercial properties throughout the United States. RRE is a wholly owned subsidiary of Resource America, Inc. (NASDAQ: REXI), a specialized asset management company with approximately $13.1 billion of assets under management as of March 31, 2010. |
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RiverSource is focused on helping financial professionals meet their clients' objectives through a tradition of strength, solid product offerings and innovative solutions. Our advanced sales strategies and case-selling tools can help you grow your practice and continue to build upside potential and downside protection for each of your clients. |
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An investment in the Medstone offerings goes beyond merely acquiring
medical-related real estate. Instead, it focuses on enhancing a real
estate portfolio's overall performance by taking advantage of the income
potential generated by the medical operations side of healthcare. |
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Rochdale Investment Management: investment management firm specializing in providing affluent individuals and institutions with innovative and personalized portfolio management |
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Royale Energy, Inc. is an independent energy company. The company is focused on development, acquisition, exploration, and production of natural gas and oil in California, Texas and the Rocky Mountains. It has been a leading independent producer of oil and natural gas for over 20 years. The company's strength has been continually reaffirmed by investors who participate in funding over 50% of the company's new projects. |
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Savings Bank Life Insurance is an A+ rated company that currently sells its products through select General Agencies in 40 states, and has a rapidly expanding footprint. SBLI focuses on creating strong distribution partnerships while developing and improving technologies that make it easier and more profitable to do business. With super competitive rates, fair underwriting, competitive compensation underscored with a progressive e-commerce philosophy, SBLI is focused on the exponential national growth. |
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Schwab Institutional serves more independent advisors than any other custodian. For 20 years we’ve helped advisors run their businesses and grow their firms. |
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Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors. With low commissions, no minimum asset requirements, no enrollment fees, and advanced account management tools, Scottrade Advisor Services provides exceptional value to advisors looking to grow their businesses. Advisors with Scottrade Advisor Services also receive personal service through dedicated relationship teams, while local branch offices provide support without competing with your business. |
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Security Benefit provides a broad variety of financial programs to investors in the advisor, banking, education, government, institutional, and qualified plan markets. We partner with leading money managers to offer over 150 investment options, as well as proprietary fixed annuities, variable annuities, and mutual funds. |
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Sentinel offers a choice of mutual funds to help you achieve your financial goals. You can diversify your investments among domestic and world stocks, taxable and tax-free bonds, and money market instruments. |
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Offers a variety of tactical investment strategies including equity, income and balanced portfolios. Our proprietary risk assessment model is designed with the goal of reducing market risk and managing investments void of emotion. |
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Southwest Securities, Inc., a member of the SWS Group, has provided clearing solutions to broker-dealers and RIAs throughout the U.S. and Canada for over 35 years. Our top priority is to deliver the products, services, and technology solutions to our over 200 correspondent firms that allows them to successfully meet their strategic growth initiatives. |
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Sparrow Funds: The Sparrow Funds is an all-cap global strategy that
seeks long-term capital appreciation. Gerry Sparrow, portfolio manager
seeks to limit investment risk by diversifying the funds investments
across a broad range of economic sectors in both the US & International
Markets. |
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For over 20 years, Steben & Company, Inc. has specialized in bringing managed futures to sophisticated investors. An industry leader, Steben uses its experience to help investors and their financial advisors understand managed futures and the potential benefits to be gained from adding them to an investment plan. |
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Sterling Trust, a subsidiary of Equity Trust Company. |
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Since 1901, Sterne, Agee & Leach, Inc.'s mission has been to help our
correspondents provide excellent service for their clients.
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Strategic Storage Trust, Inc. is a REIT that will focus on the acquisition, ownership, operation, development and activities relating to the self storage industry. |
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Offers a variety of services and products, including life insurance, annuities, critical illness insurance, and group life, health and disability insurance.
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Symmetric Financial is an independent investment management firm dedicated to offering clients a disciplined approach to asset management. |
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TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more effectively and efficiently, while optimizing time with clients. |
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For more than 100 years Standard Insurance Company has helped people achieve financial security so they can confidently pursue their dreams. The Standard is known for conducting business with expertise, commitment, integrity and an unwavering focus on service. In offering a full line, of consumer-friendly deferred and immediate annuities, we dedicate ourselves to annuity expertise and to earning your trust. |
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Thornburg Investment Management offers Equity Funds, Municipal Bond Funds, and Income Funds.
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The Timothy Plan family of mutual funds invest with Biblical Principles. In fact, we were the first fund to start the Morally Responsible Investing movement. They are Morally responsible because we avoid investing in abortion, pornography, anti-family entertainment, alcohol, tobacco or gambling. |
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We serve as "financial" family doctors to several generations of global families. The same value/contrarian approach, which we use for these private clients, is applied in the management of our mutual funds, The Tocqueville Funds. |
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Founded in 1995 and headquartered in Philadelphia, PA, the Toews Corporation is an asset management firm focused on lowering the risk of stock market and mutual fund investing. |
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Touchstone provides a variety of mutual funds across the investment spectrum. The company is adept at identifying consumer and investment professional needs, designing innovative products and delivering a selection of premier money managers who act in a sub-advisory capacity. Touchstone offers a disciplined approach with proven results focused on consistent performance. The Touchstone Funds are distributed nationally through broker-dealers, financial planners and financial institutions. |
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TradePMR is rapidly becoming an industry leader in the brokerage and custodial services to Independent Registered Investment Advisors through our state-of-the-art online trading and management platform and our unmatched customer services. TradePMR's only goal is to provide the best most comprehensive services to RIA's so that they can grow and successfully manage their business. |
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Transamerica Funds is a member of The AEGON Group - a decentralized multi-domestic corporation specializing in financial services products: life, accident, and health insurance; pension products; limited banking services. |
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United Life Insurance Company, a subsidiary of United Fire & Casualty Company, is licensed in 27 states and is represented by 900 independent agencies. The company offers a complete line of life insurance products, including annuities, universal life, whole life and term life. In 2006, United Life was recognized by Ward Group as one of 50 top-performing life-health insurance companies in the industry. The company is located in Cedar Rapids, Iowa. |
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The hottest Alternative Investment has just launched its last and final private placement stock offering at $3/share. Minimum investment $15,000. For more information go to www.USPreventiveMedicine.com. Opinion Letter, due diligence kits available. |
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Offers range of fixed income, blended, and value, growth, and international equity funds. |
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The U.S. Recovery Fund is buying Wall Street's mistakes and investing in Main Street. The credit crisis and subsequent lack of liquidity has forced lenders, and other holders to sell assets. This enables us to purchase pools of performing first trust deeded mortgage loans at deep discounts. Our objective is to provide immediate income, stability of capital and above average cumulative returns. Please contact Michael Menendez at 832.741.2670 for more information. |
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W. P. Carey & Co. LLC is an investment management company that provides long-term sale-leaseback and build-to-suit financing for companies worldwide and manages a global investment portfolio approaching $10 billion. W. P. Carey and its CPA® series of income-generating, non-traded REITs help companies and private equity firms release capital tied up in real estate assets. Now in our 36th year, the W. P. Carey Group's real estate holdings are highly diversified, comprising contractual agreements with more than 300 tenants spanning 28 industries and 14 countries. |
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In business for over 30 years, Walton is one of North America's most experienced pre-development land asset management companies. Walton focuses on the purchase of strategically located land in the path of development near major U.S. cities. The Walton Group manages, has exited or has under contract approximately 58,000 acres of land in North America. The head office for Walton International Group (USA), Inc. is located in Scottsdale, Arizona. |
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Weatherstone Capital Management is a money management firm that utilizes active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock and bond market investments. |
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Wells Fargo continues to employ a distinct heritage of investment innovation through Wells Fargo Funds, a full line of mutual funds that includes stock funds, asset allocation funds, tax-free funds and money market funds. Wells Fargo Funds' insightful, experienced fund managers are dedicated to seeking consistent results over time through a clear investment philosophy and a disciplined process. |
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Wells Real Estate Funds is an Atlanta-based national real estate investment management firm that purchases existing Class-A office and industrial properties, as well as corporate sale-leasebacks and build-to-suit projects, leased long term to FORTUNE 500-caliber, creditworthy tenants and professional service firms. |
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For over 40 years, Western Reserve Life has been helping Americans achieve their dreams of financial security. Today, we continue that tradition with the Freedom family of variable annuity and variable life insurance products. |
