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| Firm Name: |
Cabot Investment Properties/Private Placement Market
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| Description: |
Phone Number: 646.367.5400 (New York) & 617.423.6776 (Boston)
Fax Number: 646.367.5401 (New York) & 617.423.6676 (Boston)
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| Firm Name: |
Claymore Securities, Inc.
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| Description: |
Claymore Securities, Inc. is a privately-held financial services company offering unique investment solutions for financial advisors and their valued clients. Claymore entities have provided supervision, management, servicing or distribution on approximately $18.5 billion in assets as of December 31, 2007. Claymore offers exchange-traded funds, unit investment trusts and closed-end funds.
Firm Name: Claymore Securities, Inc.
Contact Name: Pat Allen
Phone Number: 800-345-7999
Fax Number:
E-mail Address: info@claymore.com
Web Address: www.claymore.com
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| Firm Address: |
2455 Corporate West Drive
Lisle, IL 60532
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| Website: |
http://www.claymore.com
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| Firm Name: |
Empiric Advisors, Inc.
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| Description: |
Empiric Core Equity (EMCAX, EMCCX) is a global, multi-cap, absolute return fund. The fund utilizes a highly structured, quantitive, and empirical (SQE) computer process to identify long and short opportunities. We believe the SQE process increases the chances of repeatability in investment returns. The fund's go-anywhere approach means it may be found in any style box at any time. The fund's objective is capital appreciation by investing in equity securities and derivatives of domestic and foreign corporations.
Contact Name: Gabe J Rodriguez
Phone Number: 800-880-0324 X3
Fax Number: 512-328-9809
E-mail address: gabe@empericadvisors.com
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| Firm Address: |
6300 Bridgepoint Parkway
Bldg. 2, Suite 105
Austin, TX 78730
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| Website: |
http://www.empiricfunds.com
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| Firm Name: |
Jensen Investment Management
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| Description: |
Jensen Investment Management believes that “enduring wealth comes from owning great companies for a long time.” Our disciplined approach to growth investing does not depend on short term market conditions, but instead the future business performance of the companies in which we invest. Our goal is to earn returns in excess of the market over long-term, with less risk. Our large cap growth fund is no-load, with low turnover and expenses.
Contact Name: Richard Clark, Director of Mutual Fund Sales
Phone Number: 503.274.2044
Fax Number: 503.274.2031
E-mail Address: rclark@jenseninvestment.com
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| Firm Address: |
2130 PacWest Center
Portland, OR 97204-3721
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| Website: |
http://www.jenseninvestment.com
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| Firm Name: |
JVB Financial Group
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| Description: |
JVB Financial Group LLC, specializes in wholesale and institutional fixed income securities. The firm’s dealer and institutional sales department will work side by side with NAPFA advisors to provide consultation, expertise and efficient execution on all bond selections. Call us at 1-888-582-3795 and ask for the RIA Program or visit us on the web at www.jvbfinancial.com.
Firm Name: JVB Financial Group, LLC
Contact Name: Advisor Solutions Team
Phone Number: (877) 582-2633
fax Number: (561) 416-9763
E-mail Address: advisors@jvbfinancial.com
Web Address: www.jvbfinancial.com
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| Firm Address: |
4600 S. Syracuse 9th Floor
Denver, FL 80237
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| Website: |
http://www.jvbfinancial.com
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| Firm Name: |
Lifetime Income Solutions Group
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| Description: |
Lifetime Income Solutions Group (LISG), a member of Western & Southern Financial Group® (Western & Southern), develops products, services and tools, and identifies new distribution channels and delivery systems to help enhance and expand Western & Southern’s ability to serve segments of the population in need of retirement solutions. Western & Southern is a Cincinnati-based diversified family of financial services companies with assets owned, managed and under our care in excess of $47 billion. A Fortune 500 company, Western & Southern is one of the 10 highest rated life insurance groups in the world based on our Standard & Poor’s rating and is consistently recognized by Moody’s and Fitch for financial strength and sound management.
Firm Name: Integrity Life Insurance Company / Lifetime Income Solutions Group
Contact Name: Jerry Skapyak
Phone Number: 800-513-6696
Fax Number: 502-589-6807
E-mail Address: jerry.skapyak@wslife.com
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| Firm Address: |
101 South 5th Street
Suite 3130
Louisville, KY 40202
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| Website: |
http://www.integritycompanies.com
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| Firm Name: |
Paradigm Capital Management
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| Description: |
Contact Name: Gordon Sacks
Phone Number: 518 431-3261 direct
Fax Number: 518 431-3550
E-mail Address: gsacks@paradigmcapital.com
Web Address: www.paradigmcapital.com
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| Firm Address: |
9 Elk Street
Albany, NY 12207
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| Firm Name: |
Realty Capital Partners, LLC
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| Description: |
Realty Capital Partners, LLC (RCP) provides real estate investment programs for investors who wish to diversify their investment portfolios. Investors may spread their risk by participating in a variety of real estate limited partnerships, including retail, office, raw land, industrial, hotel, residential and medical condos, mezzanine financing and residential developments. RCP offers development partnerships with long-term profit potential as well as “cash flow” partnerships that provide for immediate investment returns. RCP has invested over $300 million of equity capital in the past decade for these partnerships.
Contact Name: Isaac D. Gregory
Phone Number: (817) 479-1400
Fax Number: (817) 577-5434
E-mail Address: igregory@rcpinvestments.com
www.rcpinvestments.com
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| Firm Address: |
99 Main Street, Suite 300
Los Angeles, TX 90024
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| Website: |
http://www.rcpinvestments.com
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| Firm Name: |
Ryan Insurance Strategy Consultants
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| Description: |
John Ryan, CFP has been consulting with NAPFA members since 1983 on the evaluation of life, disability and long-term care insurance planning for their clients. Over 100 insurance companies’ products are considered. Additionally, a network of industry advisors is available to help NAPFA members solve more complicated planning issues.
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| Firm Address: |
5690 DTC Blvd, Suite130W
Greenwood Village, CO 80111
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| Website: |
http://www.ryan-insurance.net
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| Firm Name: |
Selected Funds
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| Description: |
The Selected Funds are distinguished by renowned leadership, fund style consistency, and extremely high insider ownership in the funds. We are pleased to have Shelby Davis as our Senior Research Advisor and Christopher Davis and Kenneth Feinberg as our outstanding Portfolio Managers.
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| Firm Address: |
124 East Marcy Street
Santa Fe, NM 87501
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| Website: |
http://www.selectedfunds.com
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| Firm Name: |
Shopoff Properties Trust/Shopoff Securities
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| Description: |
Shopoff Properties Trust, a publicly registered, non-traded REIT is available for your clients. Our primary focus is investing in undeveloped, value add real estate assets and preparing them for development by seeking entitlements. Our shares are offered on a commission free basis from our affiliate Shopoff Securities, Inc.
Contact Name: Investor Relations
Phone Number:1-877-874-7348
Fax Number:949-417-1399
E-mail Address: info@shopoff.com
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| Firm Address: |
8951 Research Drive
Irvine, CA 92618
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| Website: |
http://www.shopoff.com
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| Firm Name: |
StanCorp Equities, Inc. ("The Standard")
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| Description: |
Contact Name: Kent Buckles
Phone Number: 971-321-6004
Fax Number: 971-321-8005
E-mail Address: kbuckles@standard.com
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| Firm Address: |
4550 Lena Drive
Suite 215
San Ramon, PA 97204
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| Website: |
http://retirement.standard.com
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| Firm Name: |
Strongtower Financial
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| Description: |
Strongtower Financial, formerly CPCF, Inc. is a leading underwriter of debt securities for religious non-profit organizations, offering investors a variety of fixed income products at competitive interest rates. These products are available to broker-dealers, financial planners, and investment advisors through our dedicated institutional desk, which includes portfolio consultation, trading, pricing, and secondary market making.
Contact Name: Dave Blankman
Phone Number: 888-378-6683 ext 105
Fax Number: 559-765-3005
E-mail Address: dblankman@strongtowerfinancial.com invest@strongtowerfinancial.com
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| Firm Address: |
7120 North Whitney, Suite 105
Fresno, CA 93720
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| Website: |
http://www.strongtowerfinancial.com
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| Firm Name: |
Trust Company of America
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| Description: |
Trust Company of America Institutional Advisor Services is an independent, differentiated provider of custody, trading, and back office services to fee-based registered investment advisors. Trust Company Advisor Services provides a state-of-the-art modeled strategies trading platform where advisors can enter, execute, allocate, and reconcile trades across individual accounts, groups of accounts, or entire books of business in less than a minute. Other unique benefits include a specialized program for advisors who sell through representatives and a flexible, comprehensive fee management program. Trust Company Advisor Services delivers highly scalability solutions for growing advisors who want to spend less money on overhead and more time growing their business.
Contact Name: Joanna Kafel-Knott
Phone Number: 800-955-7808
Fax Number: 303-705-6128
E-mail Address: sales@trustamerica.com
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| Firm Address: |
7103 S. Revere Parkway
Centennial, CO 80112
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| Website: |
http://www.trustamerica.com
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| Firm Name: |
Wasatch Funds
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| Description: |
Wasatch Funds is a family of 13 no-load mutual funds focused on finding investment opportunities in micro to mid cap companies through a research-intensive process of bottom-up, fundamental analysis. The same people who built the long term track record are the portfolio managers today. It is the firm’s philosophy that earnings growth drives stock prices over the long run.
Contact Name: Tim Bryan
Phone Number: 800 381 1065
Fax Number: 801 533 9828
E-mail Address: tim@wasatchfinds.com
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| Firm Address: |
150 Social Hall Ave.
4th Floor
Salt Lake City, UT 84111
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| Firm Name: |
Wien & Malkin Securities Corp.
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| Description: |
Performance for today. Perspective for tomorrow.
Wien & Malkin pioneered real estate syndication in the 1930s. Led by third and fourth generation members of the Wien & Malkin families, its real estate based investment offerings include long-term direct equity investment in office, retail, residential and warehouse/distribution property and preferred equity/debt investing. Our long track record and hallmark traits – disciplined evaluation and due diligence, conservative use of leverage, carefully planned exit strategies and proactive asset and property management – provide valuable opportunities. Wien & Malkin Securities Corp., a member of FINRA & SIPC, sponsors investments exclusively with its affiliate W&M Properties, an established leader in property acquisition, financing, management, leasing and construction services.
Contact Name: Ned H. Cohen
Phone Number: 212-850-2695
Fax Number: 212-983-1385
E-mail Address: ncohen@wmsecurities.com
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| Firm Address: |
60 East 42nd Street, 26th Floor
New York, NY 10165
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| Website: |
http://www.wienmalkin.com
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