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Resource Partner Directory


 

NAPFA Resource Partners are made up of those companies offering services and products that cater to the Fee-Only planning community. Their support of our members and the mission of NAPFA are vital to the long-term success of the organization.

Please take a moment to review the Resource Partner directory to see if their offerings make sense or you and your business

 

 

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Firm Name:
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 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.
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.

 
Amerifunds Diversified Funding, LLC
View Firm Profile and Contacts

Website:
http://www.amerifunds.us

9375 E. Shea Blvd. Ste. 100
Scottsdale, AZ  85260

AmeriFunds Diversified Funding, LLC is the Investment Manager for the AmeriFunds Secured Income Fund I and Fund II. A Private Placement with a core strategy offering income and capital appreciation along with low volatility and consistent returns by investing its portfolio in First Trust Deeds and Mortgage Notes for high net worth Investors.
 
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.

 
Asset Dedication, LLC
View Firm Profile and Contacts

Website:
http://www.assetdedication.com

1 Lovell Avenue
Mill Valley, CA  94941

Asset Dedication separate account portfolios are engineered to match your clients' investments to the financial plans you develop.  We partner with financial advisors and planners to manage individual separate accounts on behalf of your clients - while you stay at the center of the client relationship.  We act as a sub-advisor on the accounts you choose to have us manage.  Our Defined Income Separate Account is an individual bond strategy designed to protect principal and generate predictable income for retirement or reinventment using a liability-driven investing approach.  Our Critical Path® Unified Portfolios are complete solution of equities and bonds, linked to your client's financial plan, that takes advantage of the power of time to manage risks through our goals-based Critical Path­® System.  Asset Dedication's portfolio solutions are available on most custodial platforms including Schwab, Fidelity, and TD Ameritrade.
 
 
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 is a concierge program designed for the broker dealer and financial advisor community offering competitive banking products with high interest rates.  We are a competition free environment with no in-house wealth management, consolidated reporting, significant on-going revenue stream, in addition to residential and multi-family mortgage products.  All accounts are FDIC insured with BofI Federal Bank, a wholly owned subsidiary of BofI Holding, Inc. (NASDAQ: BOFI)
 
Cohen & Steers, Inc.
View Firm Profile and Contacts

Website:
http://www.cohenandsteers.com

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

Cohen & Steers pioneered REIT investing more than 25 years ago.  Throughout our longstanding leadership we have fostered a culture of knowledge, innovation and advocacy on behalf of our clients.  Today we are global investment manager focused on specialty asset classes and committed to delivering superior results.   We serve a broad range of institutional and individual investors through our offices in New York, London, Brussels, Hong Kong, Tokyo and Seattle. 
 
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

Equity Trust Company, a leading custodian for alternative assets, teams with advisors to help clients diversify their retirement accounts beyond the traditional stocks, bonds and mutual funds. Our Sterling Trust division specializes in working with financial services intermediaries of all sizes to offer self-directed IRAs, qualified retirement plans and non-qualified custodial accounts for non-traditional and traditional assets.  We help your clients self-direct retirement accounts in private equity, residential and commercial real estate, hedge funds, precious metals, oil and gas, and more.  Join the Professional Network at www.trustetc.com/pronetwork to access resources to grow your business and clients' portfolios or visit www.SterlingTrustCompany.com.
 
EverBank
View Firm Profile and Contacts

Category(s): Alternative Investments, Mortgage Financing, Separately Managed Accounts

8100 Nations Way
Jacksonville, FL  32256

EverBank Advisor Services provides investment professionals with a portfolio of industry-leading banking, foreign currency and home lending products setting you apart from the competition. With a dedicated team of professionals, you and your clients have the support you expect through every financial transaction. Clients achieve the most complete financial plan possible; and that positively impacts your business. Contact: Jeffrey Buddin, National Sales Rep-Advisor Services (619)-609-3095 or Jeffrey.Buddin@everbank.com or Program Mgr: Lourie Bartchlett (904)-281-2427 or Lourie.Bartchlett@everbank.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.
 
Jefferson National
View Firm Profile and Contacts

Website:
http://www.jeffnat.com

9920 Corporate Campus Drive, Suite 1000
Louisville, KY  40223

Jefferson National is a leading innovator of retirement products for fee-only advisors. We’ve pioneered a unique approach to tax-deferred investing by launching Monument Advisor, the industry’s first VA with a flat-insurance fee of $20 per month and 330+ tax-deferred funds, designed expressly to fit the way RIAs work. Recognized as the DMA “2010 Financial Services Company of the Year” and recipient of more than 20 different industry awards, Jefferson National delivers superior value and continues inventing new ways to help you take your seat on the client’s side of the table. Jefferson National serves over 50,000 customers nationwide, with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT. To learn more, please visit www.jeffnat.com.

 
 
Jyske Global Asset Management
View Firm Profile and Contacts

Website:
http://jgam.com
Category(s): Trust Services

Vesterbrogade 9
Copenhagen, Denmark, INTL  V DK 1780

JGAM, a unique offer for US investors

Jyske Global Asset Management (JGAM) is an offshore investment advisor located in Copenhagen, Denmark, and registered with the SEC.

JGAM is owned by Jyske Bank, Denmark’s second largest bank, and is one of the first companies  in Denmark registered with the SEC. We offer Global Investments from only USD 100,000.Clients who only wish to have exposure to currencies or have a supplement to well diversified Managed Accounts can opt for a Managed FX portfolio.

We offer accounts for Individuals, Companies and Trusts.
We also offer Managed IRA accounts starting at USD 100,000. We work with experienced and reputable IRA trustees and custodian banks.

Our investment decisions are based on a number of independent sources. We work with a variety of external banks, brokers and trading partners. We charge clients a set fee and do not accept any commissions on transactions or investments.

We have one focus only: maximizing your personal wealth.
Contact: Thomas Fischer, Senior Vice President
Jyske Global Asset Management
Vesterbrogade 9
1780 Copenhagen V
Denmark
+45 8989 5903
fischer@jgam.com
www.jgam.com

 

 
KBR Capital Partners, LLC
View Firm Profile and Contacts

Website:
http://www.kbrcp.com

1515 Broadway, Suite 11-80
New York, NY  10036

KBR Capital Partners is an institutional alternative investments firm that employs a multi-manager strategy to deliver a diversified and distinctive array of investment opportunities to individual and institutional investors.  KBR’s principals have a foundation and track record of investing in a range of asset types and industries, and managing both institutional and private equity investments during various market conditions. "KBR’s innovative vision and philosophy is based on a collaborative model that leverages the expertise of its principals, team members and best-in-class partners, to bring what we believe are high-quality, diligently designed, and equitably structured alternative investments to our investors.”: KBR Capital Partners

 
Litman Gregory AdvisorIntelligence
View Firm Profile and Contacts

Website:
http://www.advisorintelligence.com

4 Orinda Way
Suite 200-D
Orinda, CA  94563

Litman Gregory AdvisorIntelligence is a leading research resource that shares Litman Gregory's asset class and fund manager due diligence, portfolios, client communications, and practice management advice with other investment professionals. Litman Gregory manages more than $7.7 billion (as of 6/30/2011) in assets both directly for high-net-worth clients and indirectly as an investment strategist to consultant platforms, trust companies, and broker/dealers. The resources on AdvisorIntelligence include research, portfolios, presentations, tools, charts, and communication materials that can be customized and redistributed to advisor's clients. NAPFA advisors receive a free trial and discounted subscription for first-time subscribers at www.advisorintelligence.com/NAPFA11.
 
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. a NAPFA Resource Partner, 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. 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 and your clients. 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.

 
MetLife Bank
View Firm Profile and Contacts

Website:
http://www.metlifebank.com

334 Madison Ave., PO Box 1949
Morristown, NJ  07962-1949

MetLife Bank, N.A. is a federally chartered bank offering an array of home financing and reverse mortgage products that respond to a variety of cash flow and retirement planning strategies. As a MetLife company, MetLife Bank is committed to helping people build financial flexibility in retirement.
 
Morningstar
View Firm Profile and Contacts

Website:
http://corporate.morningstar.com

22 W. Washington Street
Chicago, IL  60602

Morningstar OfficeSM is Morningstar’s most complete practice management system. It features robust performance reporting and portfolio accounting, advanced research on more than 250,000 securities, sophisticated investment planning, batch reporting, and complete customer relationship management tools. 
 
Designed for independent-minded advisors, it's an all-inclusive platform that provides nearly everything you need to manage and grow your business. All in a single, reliable Web-based platform. And it’s optimized to maximize your efficiency and--via the new Client Web Portal and Document Vault--facilitate easy communication with your clients.
 
Best of all, Morningstar Office is backed by our research databases, so you won’t have to spend time reclassifying holdings when you import client data. With Morningstar Office you get the best of both worlds -- accurate performance reporting and Morningstar analytics.
 
As a NAPFA member, you are entitled to a 10% discount on Morningstar Office.  In addition, we offer two versions of the Advisor Workstation Enterprise Edition at a special NAPFA price, and a 15% discount on any Principia research modules.
 
 
Contact:  Adam Stolz
Phone: (312) 696-6912
 
Start a Free 14-Day Trial

 

 
Murvin &Meier Oil Co.
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.

 
OppenheimerFunds, Inc.
View Firm Profile and Contacts

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

6803 South Tucson Way
Centennial, CO  80112

OppenheimerFunds is one of the largest, most recognized and most respected mutual fund families in the US.  For over 50 years, we have provided investment solutions to help millions of clients reach their goals.  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 was founded in 1983 by John Osterweis to serve the portfolio management needs of high net worth individuals.  Osterweis Capital Management has grown to over $5 billion in assets under management and offers equity and fixed income investment strategies through mutual funds and separate accounts.
The fundamentals underlying the firm's investment philosophy are flexibility and disciplined investment analysis. The firm does not believe it is in clients' best interest to constrain investing solely to certain segments of the market. In the firm’s view, doing so exposes portfolios to unnecessary risk and limits possible upside. Flexibility allows the firm to shift allocations away from areas of perceived risk, while discipline allows it to uncover securities the firm believes have significant potential for appreciation.  Osterweis Capital Management is focused on helping financial advisors and their clients meet their long-term investment goals.
 
 
Payden Mutual Funds
View Firm Profile and Contacts

Website:
http://www.payden.com

333 South Grand Avenue
Los Angeles, CA  90071

Payden & Rygel is one of the largest privately owned global investment managers, with more than $55 billion in assets under management. Founded in 1983, the firm is a leader in the active management of fixed-income and equity portfolios for a diversified client base.  Payden & Rygel offers a family of actively managed, stock and bond mutual funds available through the Payden Mutual Funds and Payden/Kravitz Cash Balance Plan Funds mutual fund families.
The firm is headquartered in Los Angeles with offices in Boston, Phoenix, London, Dublin, Frankfurt and Tokyo. To learn more about Payden & Rygel and its mutual fund offerings, visit payden.com.
 
 
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 and his team have 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.
 
RISC is also the Plan Administrator for the NAPFA Group Long Term Disability Plan.
 
 
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 Investments
View Firm Profile and Contacts

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

1010 Grand Blvd.
Mailstop 1020301
Kansas City, MO  64106

Scout Investments: Helping Clients See Further
For nearly 30 years, the Scout Funds have provided actively-managed equity and fixed income portfolios to meet the needs of institutional and individual investors. Currently managing more than $20 billion, we offer U.S. small-, mid-, and large-cap, international small/mid- and large-cap, and core and core plus bond funds. With an investment approach built on common sense, diligence, and unwavering conviction, we seek to deliver relative outperformance over full market cycles while minimizing risk. Scout Funds investors benefit from our team of experienced investment professionals and the commitment to leveraging the unique strengths of our Scout equity and Reams Asset Management fixed income divisions. For more information, visit www.scoutinv.com.
 
 
Security Benefit, A Guggenheim Partners Company
View Firm Profile and Contacts

Website:
https://www.securitybenefit.com

One Security Place
Topeka, KS  66616

Security Benefit, a Guggenheim Partners Company, is a diversified financial services and technology company with nearly $47 billion in assets under management and administration.  Offering retirement and investment solutions through independent advisors and RIAs in all 50 states, we specialize in innovative asset management solutions including EliteDesigns, a fee based, tax deferred variable annuity. This competitively priced annuity was developed specifically for the fee based advisor community, offering subaccounts from 20 of the most recognized and respected money managers in the industry. For more information about EliteDesigns and Security Benefit, please visit elitedesignsinvestments.com or call 877-700-6847.
 
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, 2011, 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).  For more information, please call 847.905.0225, email info@sincereco.com, or visit www.sincereco.com. 

 
SQN Capital Management
View Firm Profile and Contacts

Website:
http://www.sqncapital.com

110 William Street, 26th Fl.
New York, NY  10038

SQN Capital Management (“SQN”)  is an alternative investment management firm specializing in asset-backed, income producing, fully collateralized investments.  We invest directly in hard assets and our funds are not correlated with the equity, fixed income or real estate markets, offering fantastic diversification potential for your clients portfolios. The firm was born out of an interest in doings things differently, and as such we have focused all our attention on the fee-only RIA community. We are strong believers in our core principals of transparency, alignment with our investors and a low cost structure. Contact: Michael Ponticello-SQN Capital Management (800) 258-6610 or mponticello@sqnsecurities.com for further information.

 
T. Rowe Price Investment Services, Inc.
View Firm Profile and Contacts

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

100 East Price Street
Baltimore, MD  21202

T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $489.5 billion in assets under management as of December 31, 2011.

 
TD Ameritrade
View Firm Profile and Contacts

Website:
http://www.tdainstitutional.com

1 Plaza Four A
Jersey City, NJ  07311

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.
 
 
TIAA-CREF
View Firm Profile and Contacts

Website:
http://www.TIAA-CREF.org

4969 US Highway 42, Ste. 1600
Louisville, KY  40204

As a leading provider of 403(b) retirement plans, TIAA-CREF is dedicated to serving the retirement needs of those in the academic, medical, cultural and research fields. We are committed to seeking consistent, long-term performance and solid returns. We keep our fees low to help our participants maximize their investments and ensure more of their money is working hard for them. TIAA-CREF also offers after-tax annuities, mutual funds, life insurance, education savings and trust services. For additional information on how TIAA-CREF partners with advisors, please contact Advisor Services at 1-888-842-0318 or visit our website at www.tiaa-cref.org/advisors.
 
Tuition Plan Consortium / Private College 529 Plan
View Firm Profile and Contacts


700 Rosedale Ave., Ste. 1620
St. Louis, MO  63112
 
U.S. Energy Development Corporation
View Firm Profile and Contacts

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

2350 North Forest Road, Suite 9A
Getzville, NY  14068

U.S. Energy Development Corporation is a vertically integrated, independent Oil and Natural Gas Driller and Producer. With the goal of improving energy independence in the United States, U.S. Energy is very active in the acquisition of income-producing properties and new drilling opportunities. The company’s investment focus is on risk mitigation, economic performance and tax advantages. U.S. Energy is consistently ranked among the Top 50 Independent Oil & Gas Drillers in the United States and is one of the largest drillers in both New York and Pennsylvania.
The company has acted as operator with respect to the drilling of more than 1,800 wells from 1980 to present throughout 8 States and Canada, and has a current lease inventory in excess of 300,000 acres. U.S. Energy is also an active Joint Venture partner and has teamed with many of the nation’s largest oil & gas drilling companies.
 
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.

 
Wasatch Funds
View Firm Profile and Contacts

Website:
https://secure.wasatchfunds.com/

150 Social Hall Ave.
4th Floor
Salt Lake City, UT  84111

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

 
Wells Fargo Home Mortgage
View Firm Profile and Contacts

Website:
http://www.mikeconrath.com
Category(s): Mortgage Financing

7900 Xerxes Avenue South
Bloomington, MN  55431

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.
 
 
YieldQuest Advisors
View Firm Profile and Contacts

Website:
http://www.yieldquest.com

3280 Peachtree Road, Ste 2600
Atlanta, GA  30305

YieldQuest is an investment and research boutique headquartered in Atlanta, GA.  For over a decade, we have focused on providing holistic portfolio management, research, and execution services to independent registered investment advisors and institutions.  YieldQuest is not simply a “broker” or a mutual fund company, but a firm viewed by our very best clients as an extension of their own firm or investment committee.  Our unique value proposition is founded on the concept of a collaborative and mutually beneficial partnership with our Advisor clients based on three core areas of value-add client service: research and client communication via our “enhanced researched filter” function, risk-adjusted performance and alpha generation, and seamless implementation/execution services. 
We’d love to tell you more.  Visit us at wwww.yieldquest.com or call 866-978-3781.

 
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