Please learn more about our Advisor advertisers by visiting their websites below.
Current Advisor Advertiser Listing
ICON has an unconventional, disciplined approach to investing. Rather than relying on qualitative factors, ICON uses a strictly 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 All Cap system that has historically allowed many of our funds to outperform their indexes.
Mr. Aaron Leffingwell
Julius Baer Investment Management, LLC
Julius Baer Investment Management LLC (JBIM) is a wholly-owned subsidiary of the Julius Baer Group with over twenty years of experience investing in global markets.
Mr. Paul Franchi
Ms. Carolyn Buntic
Low Load Insurance Services, Inc.
The Low Load Insurance Services team of insurance professionals understands the fee-only business model; the professional financial advisor is the client. LLIS knows that its task is to save time for advisors and save money for their clients.
As the advisor’s insurance advisor, LLIS offers policy review services and assists advisors with creative insurance solutions for their client’s insurance planning needs. LLIS associates complete a preliminary health-screening interview to determine the underwriting category and then provide the advisor with multiple quotes from highly rated companies for Term, Universal Life, Annuities, Long Term Care and Disability insurance.
Toll Free (877) 254-4429
Direct (813) 902-0002
Fax (813) 902-0007
2907 W Bay to Bay Blvd, Ste 200
Tampa, FL 33629-8161
Paradigm Capital Management
Realty Capital Partners
Robert Pittenger Company
Mr. David Penn Henry
Mr. Matthew P. Lak
800/636-7606 X 287
Ms. Judith P. Jayson
800/636-7606 X 356