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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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AIG is a leading U.S.-based international auto, health, life insurance and financial services organization and one of the largest underwriters of commercial and industrial insurance in the United States. |
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Offers a large selection of funds in the major categories with three different share classes. |
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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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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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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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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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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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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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Capital Strategy Partners is a fee-only investment management firm dedicated to offering investors a disciplined investment process that seeks to align risk with expected returns. As an independent investment manager our sole focus is to develop portfolios that are strategically designed to reflect both investors' risk preferences and their long-term investment objectives. |
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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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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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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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DBSI Securities Corporation assists the DBSI Group of Companies (DBSI Companies) and its affiliates in marketing numerous private offerings in real estate, including limited partnerships, 1031 exchanges/Tenant-in-Common (TIC) offerings, debt offerings, and REITs. DBSI Securities is part of DBSI Companies, which manages assets valued at over $1.6 billion in 28 states. |
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Delaware Investments is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation. Through its wealth accumulation and protection businesses, Lincoln Financial Group (LFG) provides annuities, life insurance, 401(k) plans, mutual funds, institutional investment management and financial planning and advisory services. |
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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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Quality. Integrity. Trust. Values symbolized by the Dreyfus lion and upheld by The Dreyfus Corporation for over half a century. Dreyfus is committed to the quality of our products, to the integrity of our investment process and to continually earning the trust of our valued clients by adhering to the highest possible standards of ethical conduct. |
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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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DWS Scudder is the US retail brand name of Deutsche Asset Management (DeAM) -the global asset management division of Deutsche Bank. |
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Eastern Point Advisors utilizes a strategy that blends portfolio diversification with long-term investment trends; thereby providing a balanced, rational approach to building long-term wealth. |
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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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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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Fiserv Investment Support Services (Fiserv ISS) provides products and
services through Fiserv Affinity, Inc., and Fiserv Trust Company. Fiserv
Trust Company, headquartered in Denver, is one of the nation's largest
independent trust companies, administering 317,000 self-directed
retirement and custodial accounts valued at $38.5 billion. The company
provides quality trust, custodial and back office services to the
financial services industry. |
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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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A fee-based mutual fund platform offering no-load and load-waived mutual funds.
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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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Offers a complete line of personal insurance and financial service products, including auto, homeowner's, life, annuities, and mutual funds. |
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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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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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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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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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Kelmoore Investment Company is an asset management firm focused on the singular strategy of attempting to maximize realized gains through the implementation of the Kelmoore Strategy®. |
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Kensington Investment Group is a registered investment adviser providing innovative investment strategies since 1993. |
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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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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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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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MainStay Investments is an alternate name of New York Life Investment Management LLC ("NYLIM"), an institutional money manager that together with its affiliates currently has $239 Billion in assets under management. NYLIM is a subsidiary of New York Life Insurance Company. |
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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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Offers an array of insurance, annuity, and investment products from retirement, business, and estate planning, to asset management and trust services. |
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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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Mutual Asset Management is a comprehensive financial services firm committed to helping clients improve their long-term financial success. The firm offers customized investment programs while providing the most unprecedented personal service available. Our managed programs are designed to grow, protect, and conserve wealth by delivering a unique approach to investing. |
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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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Since its 1845 beginning, Old Mutual plc has been an anchor in the sometimes calm, sometimes turbulent sea of investment management. Established in S. Africa as "Mutual Life Assurance Society of the Cape of Good Hope," Old Mutual continues today to provide an array of financial services to our clients worldwide based upon the abiding principles which first founded our company - strength, trust and loyalty. |
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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 Income Properties, Inc. is a real estate investment trust (REIT) managed by an affiliate of Paladin Realty Partners, LLC, a private real estate investment firm that invests in a variety of real estate property types and markets in the United States and Latin America. Founded in 1995, Paladin Realty manages a range of investment products on behalf of institutional and individual investors, including non-listed public REITs, private investment funds, co-investment vehicles and separate accounts. Paladin REIT targets quality, income-producing properties ($5 to $50 million) in established markets and where asset value may be enhanced by Paladin Realty's management experience. |
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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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The Phoenix Companies, Inc. is a leading provider of life insurance, annuities and investment products for the accumulation, preservation and transfer of wealth. The company offers a broad portfolio of products and services to help meet the needs of affluent and high-net-worth individuals and of institutions. The Phoenix Companies products are available through a wide variety of third-party financial advisors and consultants. |
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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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RBC Dain Rauscher Inc. encompasses three major business lines, Private Client Group serves individual investors, while our Fixed Income Group provides services to institutions, municipalities and nonprofit organizations. RBC Capital Markets is our corporate and investment banking division. |
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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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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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Rochdale Investment Management: investment management firm specializing in providing affluent individuals and institutions with innovative and personalized portfolio management |
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Rydex is a financial services company that offers 35 investment products, including sector, benchmark, and dynamic funds for a variety of market conditions. |
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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 provides institutional trading and custodial services to independent, fee-based Registered Investment Advisors. Through an easy to use website Advisors can manage multiple accounts through one login, place block trades allocated to client accounts in real-time, and conveniently bill advisory fees. Each Advisor will benefit from Scottrade's award-winning service by being partnered with a dedicated relationship team trained to support you in growing a successful business. With $7 online commissions, and no fees or minimum requirements for the Advisor, Scottrade Advisor Services offers the value you have been looking for. |
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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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Since 1984, Sterling Trust Company has provided administration, custodial and recordkeeping services on self-directed Traditional, Roth, SEP and SIMPLE IRAs, and employer-sponsored retirement plans. Sterling specializes in holding non-traditional investments, including precious metals, private placement investments and real estate - and we offer custom IRA solutions for investment sponsors. |
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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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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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Trade-PMR - The smart, easy and quick way to trade online. With our live ticker you can stay on top of your trading, and with our advisor you can never go wrong! |
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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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Offers range of fixed income, blended, and value, growth, and international equity funds. |
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As one of the first companies of its kind, Vertical Lend's groundbreaking concept allows financial professionals to engage in a new, income-producing business - originating mortgages for their clients. |
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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. |
