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Resource Partner Directory

The Resource Partner directory is provided to NAPFA members so that you can learn what the various companies have to offer.

There is valuable research available to you for the asking. These descriptions will also tell you who to contact for more information, so please take advantage of this directory and support our Resource Partners as best you can when appropriate for your clients and for your practice.

 

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Categories: Please select a maximum of 3 categories that your firm offers. You have to select at least one category from the list below














 
Aegon Advisor Resources
View Firm Profile and Contacts

Website:
http://www.advisorresources.com
Category(s): Insurance

400 West Market Street, 12th Floor
Louisville, KY  40202

AEGON's Advisor Resources Group, founded in 1994, focuses exclusively on providing insurance product solutions to fee-only investment advisors.  Our product line consists of low-cost variable, fixed and immediate annuities.  Our core product is a no-load, low-cost variable annuity (Advisor's Edge) featuring active and passive managed subaccounts from leading investment management companies including Dimensional Fund Advisors (DFA), Vanguard, Fidelity, PIMCO and others.  This annuity is a pure solution to other, high-cost annuities and it offers a unique lifetime withdrawal guarantee rider that provides flexibility and security.

The Advisor Resources relationship management group assists advisors by providing enhanced service and support including annuity comparative analysis, downloads and pre-completion of client paperwork.

For additional information on lower-cost annuity solutions and ideas on how we can help you grow your assets under management please visit www.advisorresources.com or contact an AEGON Advisor Resources Consultant at 800.797.9177 option 2.

 
American Equity Properties, Inc.
View Firm Profile and Contacts

Website:
http://www.americanequity.net

2000 N. Central Expressway, Suite 200
Plano, TX  75074

American Equity has sponsored real estate investments in multifamily properties, office buildings and land through private equity partnerships since 1988, with consistent cash distributions and strong returns.  Multifamily partnerships offer consistent cash flow from operations, and additional growth potential.  Pre-development land partnerships offer exceptional growth investments.  Our track record includes decades of integrity and consistent performance.
 
Ariel Investments, LLC
View Firm Profile and Contacts

Website:
http://www.arielinvestments.com

200 East Randolph Drive, Suite 2900
Chicago, IL  60601

Ariel Investments, LLC is a Chicago-based investment firm. In keeping with our turtle logo, we employ a disciplined, patient approach to investing. In addition to managing separate accounts for institutional clients, the firm also serves as the investment advisor and distributor of the no-load Ariel Mutual Funds.

 
Artisan Funds
View Firm Profile and Contacts

Website:
http://www.artisanfa.com

875 E. Wisconsin Avenue, Suite 800
Milwaukee, WI  53202

At Artisan Funds, we believe that experienced, active managers investing in inefficient markets can produce superior returns over time.  We welcome long-term investors who share this belief.  Investors should consider carefully before investing the fund’s investment objective, risks and charges and expenses.  For a prospectus, which contains that information and other information about the Fund, please call 800-454-1770 or visit our website, www.artisanfa.com.  Please read it carefully before you invest or send money.  Artisan Distributors LLC, member FINRA.

 
BofI Advisor
View Firm Profile and Contacts

Website:
http://www.bofiadvisor.com
Category(s): Alternative Investments, Mortgage Financing, Separately Managed Accounts

12777 High Bluff Drive, Suite 100
San Diego, CA  92130

BofI Advisor offers high yield Banking, Commercial and Residential Mortgage Products with a concierge level of service for the Broker Dealer and Financial Advisor Community.  All accounts are FDIC insured with Bank of Internet USA , a wholly owned subsidiary of BofI Holding, Inc. (NASDAQ: BOFI).
 
Chartis Private Client Group
View Firm Profile and Contacts


121 Spear St.
San Francisco, CA  94105
 
Cohen & Steers, Inc.
View Firm Profile and Contacts

Website:
http://www.cohenandsteers.com

280 Park Avenue, 10th Fl.
New York, NY  10017

Since the inception of our firm in 1986, Cohen & Steers has maintained a strategic focus on dividend paying securities. We maintain a strategic focus on some of the highest yielding equity sectors, specializing in global real estate securities, preferred stocks, utilities, value equities and other dividend paying common stocks.

 
Equity Trust Company
View Firm Profile and Contacts

Website:
http://www.trustetc.com
Category(s): Alternative Investments, Custodian, Education Planning

225 Burns Road
Elyria, OH  44035

As a passive custodian, Equity Trust Company teams with advisors to help clients diversify their retirement accounts beyond the traditional stocks, bonds and mutual funds.  For more than 35 years Equity Trust Company has been helping individuals generate tax-free/tax-deferred wealth by self-directing IRAs and small business retirement accounts in real estate, promissory notes, tax liens, oil and gas, limited partnerships and more (refer to IRS publication 590 for regulations and any prohibited investments). 

The Equity Trust Professional Network provides advisors with resources to grow their business and clients' portfolios with this alternative investment strategy.  Resources include an online professional-only community for networking and industry updates; promotional materials; seminar hosting and continuing education opportunities.  For more information, contact Ann Siford at pronetwork@trustetc.com

 

 
Five States Energy Company, L.L.C.
View Firm Profile and Contacts

Website:
http://www.fivestates.com

4925 Greenville Avenue, Suite 1220
1220 One Energy Square
Dallas, TX  75206

FSEC makes direct investments in micro-cap oil and gas producers and service companies to acquire, develop, exploit and service producing properties. These investments are in a preferred position, and incorporate fixed and variable return elements to optimize risk-adjusted investor returns.

 
FTJ FundChoice LLC
View Firm Profile and Contacts

Website:
http://www.ftjfundchoice.com

2300 Litton Lane
Hebron, KY  41048

FTJ FundChoice, ™ LLC provides access to over 800 no-load and load waived mutual funds encompassing in excess of 100 fund families. Investors experience the ease of designing and managing a diversified investment plan while simultaneously benefiting from some of the leading mutual fund managers in the country.
 
Jefferson National
View Firm Profile and Contacts

Website:
http://www.jeffnat.com

435 Hudson Street, 2nd Floor
New York, NY  10014

Jefferson National is a leading innovator of retirement products for fee-only advisors. We’ve made it our mission to help your clients save more by launching Monument Advisor, the first variable annuity with a flat-insurance fee and 200+ tax-deferred funds, designed expressly to fit the way RIAs work. Jefferson National serves more than 50,000 customers nationwide, and is domiciled in Dallas, Texas with authority in 49 states and the District of Columbia. The company has operations in Louisville, KY and offices in New York, NY. To reach our Advisor Support Desk, please call, please call 866-WHY-FLAT (1-866-949-3528). To learn more please visit www.jeffnat.com.

 
Low Load Insurance Services, Inc.
View Firm Profile and Contacts

Website:
http://www.llis.com
Category(s): Insurance

2907 West Bay to Bay Blvd., Suite 102
Tampa, FL  33629-1706

Low Load Insurance Services, Inc. provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. LLIS is not made up of money managers, accountants or financial planners, nor do we solicit business from the general public. Rather, we are experts in the insurance process -- from planning to ongoing service to policy reviews -- for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly rated companies. We find the right insurance product based upon a client’s needs and their financial planner’s recommendations. That’s what makes us the advisor’s insurance advisor.

 

Judith Maurer, CEO judithmaurer@llis.com
Mark Maurer, President markmaurer@llis.com
Low Load Insurance Services, Inc.
Toll Free - 877-254-4429
Local - 813-902-0002
Fax - 813-902-0007
 
MAGA Limited
View Firm Profile and Contacts

Website:
http://www.magaltc.com
Category(s): Insurance

2610 Lake Cook Road, Suite 250
Riverwoods, IL  60015

Established in 1975, MAGA LTD. is one of the nation’s most experienced Long Term Care Insurance (LTCI) broker specialists.  In fact, Murray Gordon, CEO and Founder of MAGA LTD., was influential in the development of LTCI policy features that are still found in LTCI policies marketed more than thirty years later.  MAGA’s experience and commitment to the LTCI industry ensures that you and your clients are always up to date with the latest information.  Over the years, MAGA LTD. has been interviewed on the topic of LTCI by a number of national publications including the Wall Street Journal, Kiplinger’s, Newsweek and Morningstar.  A NAPFA Resource Partner, MAGA created a LTCI group discount for NAPFA members and eligible family members.  Allow MAGA’s experience and expertise in long term care planning to work for you.  Call Brian Gordon, Peter Florek or Murray Gordon at 800-533-6242 for more information. www.magaltc.com

 
Markel Cambridge Alliance
View Firm Profile and Contacts

Website:
http://www.cambridgealliance.com
Category(s): Insurance

PO Box 64998
Burlington, VT  05406

We offer a national Errors & Omissions Insurance program for Registered Investment Advisors (RIA's) and Investment Advisory Representatives (IAR's) who are typically financial planners and asset managers. Our program is available in all 50 states and is endorsed by several financial associations.

 
Murvin & Meier
View Firm Profile and Contacts

Category(s): Alternative Investments

1531 S. Grove Avenue, Suite 203
Barrington, IL  60010

Murvin & Meier Oil Co. markets private placements of working interest energy investments. These multi-well natural gas Drilling Programs are suitable for high net worth individuals and offer participants investment diversification, long-term income, and substantial tax savings.

 
OAG Resources, Inc.
View Firm Profile and Contacts

Website:
http://www.oagresources.com
Category(s): Alternative Investments

PO Box 774364
Steamboat Springs, CO  80477

OAG Resources, Inc. is a privately held company that explores and produces oil, gas & coal properties throughout the U.S. with Accredited Investors, Industry & Institutional Partners.

 
OppenheimerFunds, Inc.
View Firm Profile and Contacts

Website:
http://www.oppenheimerfunds.com
Category(s): Mutual Funds

6803 South Tucson Way
Centennial, CO  80112

One of the largest and most respected money management firms in the U.S. with over $200 billion in client assets, OppenheimerFunds offers a broad spectrum of mutual funds, separately managed accounts and hedge fund of funds products. Our reputation for investment excellence was created over a more than 40-year history of providing strong results in even the most difficult market climates. To find out more about our products and services, please call us at 800-981-2773.

 
Osterweis Capital Management
View Firm Profile and Contacts

Website:
http://www.osterweis.com
Category(s): Mutual Funds, Separately Managed Accounts

One Maritime Plaza, Suite 800
San Francisco, CA  94111

Osterweis Capital Management ("OCM") was founded in 1983 by John Osterweis to serve the portfolio management needs of high net worth individuals. OCM currently manages over $4 billion in various products, including The Osterweis Fund, The Osterweis Strategic Income Fund and individually managed accounts.

 
Payden Mutual Funds
View Firm Profile and Contacts

Website:
http://www.payden.com

333 South Grand Avenue
Los Angeles, CA  90071

Payden Mutual Funds provide investors a globally diversified group of stock, bond and retirement mutual fund strategies at every level of the risk/reward continuum. These strategies are available through Paydenfunds, Metzler/Payden Funds and Payden/Wilshire Longevity Funds.

 
Ryan Insurance Strategy Consultants
View Firm Profile and Contacts

Website:
http://www.ryan-insurance.net
Category(s): Insurance

5690 DTC Blvd, Suite130W
Greenwood Village, CO  80111

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.

 
SBLI of Massachusetts
View Firm Profile and Contacts

Category(s): Insurance

1 Linscott Road
Woburn, MA  01801

Conceived by U.S. Supreme Court Justice Louis D. Brandeis, SBLI was established in Massachusetts in 1907 to provide affordable, dependable life insurance. That remains our mission today, as we continue to offer term life insurance at some of the lowest rates in the country as well as exceptional whole life insurance and annuities. Now licensed in over 30 states, the Company has earned an A+ (Superior) rating for financial strength from A. M. Best for 17 consecutive years and has received the endorsement of some of the country’s most prestigious institutions and associations, including:
  • Massachusetts and New Hampshire Societies of CPAs
  • AAA Southern New England, AAA Merrimack Valley, and AAA Pioneer Valley 
  • Virginia, Tennessee, and Massachusetts Bankers Associations
 
Specially-trained SBLI insurance professionals will provide NAPFA members and customers with “concierge level service” to assess their life insurance needs and answer any questions members and customers may have. To learn more about SBLI, please visit www.sbli.com/planner or call 1-888-973-7254.
 
The Savings Bank Life Insurance Company of Massachusetts is in no way affiliated with SBLI USA Mutual Life Insurance Company, Inc.
 
Scottrade Advisor Services
View Firm Profile and Contacts

Website:
https://advisor.scottrade.com/
Category(s): Custodian, ETF's, Mutual Funds

12800 Corporate Hill Drive
St. Louis, MO  63131

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. For more information about how Scottrade Advisor Services can help you better serve your clients, visit http://advisor.scottrade.com.
 
Scout Funds
View Firm Profile and Contacts

Website:
http://www.scout-ia.com
Category(s): Mutual Funds, Separately Managed Accounts

1010 Grand Blvd.
Mailstop 1020301
Kansas City, MO  64106

The Scout Funds are designed for the long-term investor. With a disciplined investment process focused on quality companies, the Funds have amassed total assets of more than $6.8 billion in assets (December 31, 2009). UMB Distribution Services, LLC, Distributor.

 
Selected Funds
View Firm Profile and Contacts

Website:
http://www.selectedfunds.com
Category(s): Mutual Funds

124 East Marcy Street
Santa Fe, NM  87501

The Selected Funds are distinguished by outstanding portfolio management leadership, style fund consistency, and extremely high insider ownership in the funds. The Davis Investment Discipline, honed over three generations by the Davis family, guides us in purchasing durable, well-managed businesses at value prices and holding them for the long-term. Our commitment is demonstrated by the fact that as of June 30, 2010, the Davis family, employees and directors have more than $2 billion of their own money invested side by side with fellow shareholders in the various mutual funds our firm manages.

 

 

 
Sincere & Co.,LLC
View Firm Profile and Contacts

Website:
http://www.sincereco.com
Category(s): Mutual Funds, Separately Managed Accounts

2424 Lincoln Street
Suite 600
Evanston, IL  60201

Since 1997, Sincere & Co. has represented institutional mutual fund companies whose managers aren’t household names.  Our current clients include Marketfield Asset Management (Marketfield Fund - MFLDX) and Beck, Mack & Oliver (Beck Mack & Oliver Global Equity Fund – BMGEX).  For more information, please call 847.905.0225, email info@sincereco.com, or visit www.sincereco.com.

 

 
T. Rowe Price
View Firm Profile and Contacts

Website:
http://www.troweprice.com

100 East Price Street
Baltimore, MD  21202

Founded in 1937, Baltimore-based T. Rowe Price (Nasdaq: TROW) is a global investment management firm with $334.7 billion in assets under management as of December 31, 2006. The firm provides a broad array of mutual funds, sub-advisory services, and separate account management for financial intermediaries, retirement plans, and individual and institutional investors. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.

 
TD Ameritrade
View Firm Profile and Contacts

Website:
http://www.tdainstitutional.com

Ameritrade Holding Corporation
1055 Parsippany Blvd.,Suite 510
Parsippany, NJ  07054

The TD AMERITRADE Institutional Difference
TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors (RIAs) and their clients. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, we continually speak out to ensure that RIA needs and the needs of investors are always considered within the regulatory environment. When you choose to work with us, you’ll see how deeply we are committed to your success. Visit us at www.tdainstitutional.com or call us at 800-934-6124. 
TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC.
 
Trust Company of America
View Firm Profile and Contacts

Website:
http://www.trustamerica.com
Category(s): Custodian

7103 S. Revere Parkway
Centennial, CO  80112

Trust Company of America has provided technology and custody services for more than 38 years. The platform, TCAdvisor, provides the only real-time all-in-one technology, trading and custody solution for fee-based RIA’s. Trust is recognized for helping advisors create scale and efficiency and providing technology that allows them to be more nimble in volatile markets. At the heart of the approach is one-on-one attention with more client service employees per advisor than any other custodian in the industry. Trust is a privately-held company headquartered in Centennial, Colorado. For more information about Trust, please visit www.trustamerica.com

 
U.S. Global Investors
View Firm Profile and Contacts

Website:
http://www.usfunds.com/advisor

7900 Callaghan Road
San Antonio, TX  78229

U.S. Global Investors, Inc. is a registered investment adviser and management firm servicing retail and institutional investors. The company manages a comprehensive family of no-load mutual funds, encompassing major asset classes and markets including gold and natural resources, stocks, government money markets, tax-free bonds and emerging markets. The company manages over $4.5 billion in mutual fund assets and has an established record of delivering self-directed investment solutions to a broad spectrum of individual investors, companies, non-profit organizations and pension plans.

 
Wells Fargo Home Mortgage
View Firm Profile and Contacts

Category(s): Mortgage Financing

1505 West Lake Street, N9340-011
N9340-011
Minneapolis, MN  55408

Wells Fargo Home Mortgage* is a NAPFA Resource Partner with a dedicated Home Mortgage team to serve the unique needs of NAPFA members. We provide services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing and more. Your toll-free number is 866 253-2030.

 
Western & Southern Financial Group-Lifetime Income Solutions Group
View Firm Profile and Contacts

Website:
http://www.wsfinancialpartners.com
Category(s): Insurance

101 South 5th Street
Suite 3130
Louisville, KY  40202

Western & Southern Financial Group (Western & Southern) is a Cincinnati-based diversified family of financial services companies with assets owned, managed and under our care in excess of $42 billion as of Dec. 31, 2008. A Fortune 500 company, Western & Southern has received A.M. Best’s highest rating of A++ Superior for financial strength, Standard & Poor’s AA+ rating (one of the nine strongest life insurance groups in the world), Fitch’s AA+ rating and Aa3 (Stable) from Moody’s.

 Firm Name:    Western & Southern Financial Group
Contact Name:  Barry Meyers   
Phone Number:  800-513-6696
Fax Number:   502-540-7474
E-mail Address:  barry.meyers@wslife.com
 
Windham Capital Management, LLC
View Firm Profile and Contacts

Website:
http://www.windhamcapital.com

5 Revere Street
Cambridge, MA  02138

Founded in 1988, Windham Capital Management, LLC is an industry leading investment management firm committed to serving investment advisors and institutional clients in the US and abroad.  We manufacture globally diversified, risk-controlled investment products that offer superior performance through prudent asset allocation and cost containment.  Our products are offered through managed accounts which also allows us to actively manage taxes depending upon your client’s needs and objectives.  Windham’s first priority is to deliver products that consistently achieve higher returns over the long-term through investment discipline and the application of institutional-quality risk management technologies.   
 
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