2022 Spring Conference
Thank you to all of our Sponsors and Exhibitors
2GR Equity is a commercial real estate investment firm based in Dallas/Fort Worth. Since its founding in 2011, 2GR Equity has invested in commercial real estate with a total value in excess of $500 million. The principals of the company are proud NAPFA supporters and have worked with NAPFA Fee Only Advisors and their clients since 2006.
A comprehensive wealth strategy includes insurance solutions, but most fee only advisors aren't able to keep up with all the insurance strategies available. At AdvisorServe, we work with you to offer solutions that fit your plans, so you can objectively meet your clients’ goals. We operate as your free, in-house virtual insurance department. We operate behind the scenes, providing you with all the tools and education you need to confidently serve as your client's key resource for insurance planning.
Advyzon is your complete technology solution that combines customizable performance reporting, flexible billing, robust client relationship management (CRM), customizable client portal and mobile app, secure and compliant document storage, seamless prospecting and powerful business intelligence in a single, integrated platform. We feel that technology should be simple to use, innovative and backed by exceptional client service, these are the core principles upon which Advyzon was founded.
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true:
True to our strength as an important part of a leading global financial organization.
True to our passion for making wise investment decisions. And true to the people we serve, each and every day.
Aptus Capital Advisors was founded in 2013, specializing in risk-managed investing, focused on helping advisors create more confident clients. It’s our mission to help you deepen the trust and confidence of those relying on your guidance through our team and suite of services.
We believe that asset allocation decisions have never been more important than they are today. Our strategies look to address the challenging fixed income environment and do so while not taking on excessive risk. Our actively hedged ETFs add a new asset class to portfolios – Volatility. The volatility exposure allows us to add equity to portfolios and if/when the time comes create capital and redeploy that capital during a selloff.
With direct access to credentialed portfolio managers, advisors can not only help clients meet their goals but deliver branded insights on the key forces impacting portfolios. Aptus provides model portfolios, OCIO services, ETFs, and a full suite of services to help think through portfolios and communicate that thought to clients.
Asset Dedication is a Turnkey Asset Management Platform for financial planners. We provide outsourced investment management as well as back-office services such as billing, paperwork, and reporting. Our AdvisorSpace platform lets you implement and monitor your clients’ accounts while our trading team takes care of the actual trading, cash management, and tax loss harvesting.
Founded in 1958, American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Our commitment to delivering superior client outcomes led to the launch of Avantis Investors® in 2019, a new suite of broadly diversified and cost-effective equity and fixed income solutions. Delivering investment results to clients enables American Century to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century and has received dividend payments of $1.8 billion since 2000. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. Together we can become a powerful force for good.
Many RIAs struggle to find an insurance broker who understands their business. We serve RIAs exclusively. With our expertise, RIAs get the business coverage they need, so they have the peace of mind they want. Box Professional Insurance has been built specifically for advisors on the principals of financial planning because we believe you should expect advisors to work as you do for clients, a fiduciary.
We support a broad range of insurances you may need for your RIA including professional liability (E&O, D&O), cyber, crime, theft, social engineering and bonds.
At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.
Chapter is a new type of tech-enabled Medicare Advisor that takes a fiduciary-type approach to Medicare guidance. Unlike traditional brokers who search the subset of plans that pay them commissions, Chapter's team and technology search every single Medicare plan at an unprecedented level of granularity, guaranteeing the optimal coverage guidance for each person they support. We partner with Financial Advisors to help them solve Medicare for their clients, providing access to web-based tools and Medicare experts that allow advisors to integrate retirement healthcare planning into their practice.
CircleBlack delivers the Advisor Tech advisors need, and the Tech Vendor advisors want. Our unified digital wealth solutions provide financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians and delivers actionable intelligence about client portfolios, helping advisors better manage clients’ wealth while growing and deepening advisor-client relationships.
CircleBlack provides a leading platform built for the digital age, with a web-based and mobile application that can be taken anywhere and accessed anytime. CircleBlack was named to the Think Advisor Luminaries Class of 2021 for Executive Leadership and believes in making wealth management better, for both the investor and the advisor.
Clout by TIFIN helps advisors improve client and prospect engagement through scalable personalization. Our human + AI platform creates hyper-personalized digital marketing campaigns that ensure advisors deliver the right message to the right person at the right time. Clout's turn-key service is for firms of all sizes, helping to increase reach, drive leads and maximize ROI.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2021, Dimensional and its affiliates manage $679 billion in USD for investors worldwide.
The Digital Assets Council of Financial Professionals is the leading financial education company dedicated to advancing the financial industry’s awareness, knowledge and understanding of blockchain and digital assets. Founded by Ric Edelman, widely considered the nation’s most acclaimed financial advisor, DACFP connects the financial services and digital assets communities via in-person and online events, and provides extensive educational content via blogs, videos and articles at DACFP.com. Its flagship program, the Certificate in Blockchain and Digital Assets, is the first and largest certificate program of its kind – an online, self-study program featuring a world-class faculty and 13 CE credits. Thousands of financial professionals from hundreds of firms in seven countries have already enrolled.
Econiq makes virtual meetings better. We help Financial Advisors stay connected by delivering a superior client experience. Our patented technology, The Conversation Hub®, is the world’s first All-In-One Meeting Space for Virtual Financial Advice. It allows advisors to easily design meetings that:
- visually engage clients and communicate brand value
- deliver a consistent experience
- are organized, effective and timesaving
- are transparent and compliant
We work with advisors of all sizes, putting everything they need before, during and after a meeting at their fingertips enabling them to do their best work for their clients and grow their business.
Since 2002, Edgewood Capital Advisors, LLC has been active in commercial real estate, originating bridge loans up to $25mm and opportunistically acquiring loans and real estate. The firm launched Edgewood Capital Partners in 2012 to focus primarily on originating bridge loans and to provide investors high current income. The Fund’s long-term objectives are to provide consistent annualized returns, with low volatility and low correlation to equity markets and to provide investors the opportunity to take quarterly income as desired. The Fund, since launched, has originated 141 loans totaling $850MM and realized $592MM on 105 deals that have paid off. In 2021, the Fund originated approximately $204MM in short duration, high coupon, floating rate loans. ECP has a net annualized return of 9.27% since inception. The majority of our assets are held in a subsidiary REIT, reducing the effective tax rate on income by 20%. While equity markets have been volatile and fixed income returns lackluster, ECP has provided consistent returns and stable, tax efficient income across all market cycles. With low volatility and consistent return profile, we believe the fund provides strong portfolio diversification benefits to HNW and Institutional Investors.
Equita Financial Network was founded by women to support women to thrive in the financial services industry. We make it easy for women to successfully run their own firms, whether you’ve just started out on your own or are decades into running your business. Equita provides everything you need to run a high-quality financial planning firm so you can focus on your clients’ needs while maintaining full ownership of your brand and company. Our partners provide access to business coaching, efficient IT, marketing, compliance, E&O insurance, portfolio management and more. There is power in community and collaboration. With Equita Financial Network you are joining a network of independent, outstanding women-led firms who share best practices and the abundance mentality with one another to support and thrive as entrepreneurs.
Fidelity Labs / ESG Pro® - ESG Pro® is a service that helps financial advisors start and grow their sustainable investing practice. Regardless of where you are on your ESG journey, we provide the knowledge you need to help guide your clients with confidence.
The Retirement Strategies Division of Finance of America Reverse LLC (FAR) is the nation’s leader in home equity education for financial professionals. With insight and guidance from seasoned reverse mortgage experts, FAR provides powerful tools and valuable resources aimed at helping homeowners strategically leverage housing wealth as part of a comprehensive retirement plan.
Five States Energy is a private investment firm that helps investors capture value from U.S. energy opportunities. Since its founding in 1985, Five States has focused on acquiring interests in high quality, long-life, producing oil and natural gas properties throughout the mid-continent U.S. Most recently, Five States has expanded its scope to offer investors an opportunity to invest in renewable energy assets. Using a classic value approach, Five States’ tenured management team buys proven and producing assets for their predictability and controls risk through detailed analysis, conservative underwriting, commodity hedging, and active asset management.
Five States’ core strategy of targeting undervalued assets with high upside potential has been paramount to the company’s history of success. Today, Five States’ goal is the same as it has always been: to build portfolios of high-quality energy assets that will generate strong, uncorrelated returns for investors.
FP Transitions is the nation's preeminent consulting firm dedicated to wealth managers and independent financial advisors. We guide over 2,000 firms each year through M&A, business valuations, consulting, and our proprietary Equity Management SolutionsTM program. We offer the industry’s most thorough benchmarking data spanning more than 15,000 certified valuations, backed by a team of nearly 60 credentialed analysts, lawyers, and consultants. Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value. Over the past twenty years, FP Transitions has pioneered and revolutionized our industry’s premier succession and transition planning strategies and houses a full-service legal department that has completed more advisory M&A transactions than any other investment banker or business broker in the country.
Curated Succession Planning Resources for NAPFA Members: www.FPTransitions.com/NAPFA
Hartman Income REIT Management, Inc. delivers value to investors by sponsoring commercial real estate investment programs that have the potential to provide long-term income and capital appreciation potential to investors. Since 1983, Hartman and its affiliates have sponsored 24 private and public investment programs. Hartman acquires office, retail, industrial and warehouse assets located in key Texas markets: Houston, Dallas and San Antonio. We believe that certain Texas attributes attract the number and type of quality corporate tenants Hartman seeks, which drives the need for properties that meet the objectives of Hartman’s programs.
Holistiplan, the #1 tax planning software for financial advisors, is an award-winning software built to systematize and automate the process of reviewing a client's tax return to uncover future and current planning opportunities. Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® to accomplish what have historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors while also improving it for every client.
The software utilizes optical character recognition (OCR) to read uploaded tax returns and generate white-labeled, client-ready tax reports complete with relevant observations in minutes. The same OCR technology also powers a Scenario Analysis tool that allows advisors to immediately identify key income break points for tax planning opportunities such as ROTH conversions, tax-efficient withdrawals, charitable giving, and more. Advisors can run multiple scenarios to determine different outcomes, providing valuable information to clients and helping them get one step ahead of future tax planning issues.
Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco managed US$1.61 trillion in assets on behalf of clients worldwide as of December 31, 2021. For more information, visit www.invesco.com/corporate.
Jackson is committed to reducing the complexity of retirement planning. Our protected retirement solutions, financial know-how, history of award-winning service* and streamlined experiences strive to reduce the confusion that complicates your plans. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.
*SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2020. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)
Lightspeed Voice offers a fully hosted VoIP network phone system and reliable sales automation solutions. We have been helping insurance agencies since 2009. Lightspeed Voice and our customizable platform helps agencies improve client experience, elevate their business performance, and allow agency owners and managers to better connect to staff and increase their accountability.
Lincoln Financial Group delivers sophisticated RIA-specific strategies and products for the creation, protection, and enjoyment of wealth. We are committed to helping clients plan for retirement, prepare for the unexpected and protect their wealth from five key financial challenges: taxes, long-term health costs, longevity, inflation, and market risk.
Rely on Lincoln for the knowledge and experience to help you address these challenges. Lincoln Wealth Protection Expertise combines state-of-the-art solutions, RIA-dedicated support staff, and powerful visualization tools to assist you in protecting client wealth and planning financial outcomes.
LLiS provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to free policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. The introduction of ALLiS, a robust advisor and client relationship management system, continued LLiS's high touch, high tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Our 20+ team members worked seamlessly since the beginning of the COVID-19 pandemic to help your clients reach their income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®.
Our mission for over 47 years, at Murray A. Gordon and Associates, has been to work hard to make Long Term Care Planning easy. MAGA’s 3 principals provide over 100 years of expertise, offering a range of cutting-edge Long Term Care Insurance (LTCI) solutions – Stand-Alone “Traditional” LTCI and Hybrid Asset-Based Life/Annuities with LTCI Riders. Our experienced team provides attentive customer service, including policy reviews and claims support. We are also committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC specialist, a long-time NAPFA Resource Partner, and Licensed Nationally. Put our expertise to work for you and call Brian Gordon, Peter Florek, or Murray Gordon at 800-533-6242 or email at email@example.com.
Markel has insured investment advisors for over three decades with a strong reputation for knowing the industry and working with advisors on helping mitigate their exposures to risk. Markel consistently supports organizations that provide guidance, continued education, and high standards for industry professionals. We have a new product that offers five coverages that may help you and your firm when the unexpected happens.
MetLife’s Retirement and Income Solutions division, the company’s institutional retirement business, issues products through Metropolitan Life Insurance Company and Metropolitan Tower Life Insurance Company, two wholly owned subsidiaries of MetLife, Inc. Retirement & Income Solutions issues products for structured settlements, structured installment sales, transferred pension liabilities, stable value, institutional income annuities, and benefits funding.
Moneytree Software has a rich history of making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry that advisors can trust. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. Your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.
Accutech Systems Corporation welcomed us to their family in 2019 to be part of a comprehensive wealth management and financial services platform. We are proud to offer integrations to Cheetah™ and include financial planning to the host of services and capabilities for wealth managers.
A different approach to mortgage lending. The Mortgage Twins are your national Mortgage Resource lending in all 50 states. Mike and Carl focus on serving NAPFA members and the Fee-Only Independent RIA community. We strive to infuse our business approach with expertise, personal touches, and a commitment to providing excellent service to planners and clients. Call or email with any questions or client scenarios you would like to review.
Nationwide® is a Fortune 100 financial services company with a history of caring for our customers and partners. To assist fee-based financial professionals as they help clients, we deliver clear, straightforward tools and resources. We prepare client-ready materials that simplify timely, complex issues. Our support on retirement topics is complemented by product solutions, including annuities, life insurance, mutual funds and retirement plans. With a legacy that goes back nearly 100 years, we are a strong and stable company committed to protecting client futures. Learn more at nationwideadvisory.com.
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life is a national brand and part of a mutual holding company structure, which means the company is not publicly traded and the stock market does not drive business decisions, allowing the company to focus on financial strength and long-term strategies that benefit policyholders and clients.
FeeX enables financial advisors to actively manage and trade 401(k)'s and other held away accounts for their clients, without triggering custody. FeeX's Held Away Order Management System allows advisors to bring more of their clients' accounts under management, empowering them to provide truly holistic wealth management and better retirement outcomes for the individual clients. FeeX's clients range from Fortune 100 financial services firms and large independent broker dealers, to small independent RIA’s and advisory firms.
Private College 529 is the only prepaid tuition plan that guarantees today’s tuition rates at hundreds of private colleges across the U.S., giving families flexibility and choice while making private college more accessible. For families who want to keep their options open, this low-risk, unique college savings solution pairs well with non-prepaid (traditional) college savings options, for a wholistic and balanced approach to saving for college. No matter how much tuition increases over the years, or how volatile financial markets are, by prepaying tuition, your clients’ lock in current rates at nearly 300 colleges and universities, from Princeton to Stanford and everything in between (large-small, liberal arts – STEM, faith-based – single-gender, selective – less selective.)
Prudential is one of the world’s largest financial institutions with $1.73 trillion in assets under management, and with one of the most recognized brands in the United States: The Rock®. We are known for our ability to deliver on our promises to our customers and are recognized as one of the world’s most admired companies. Prudential Retirement Strategies is a business of Prudential Financial. As you plan for a more secure tomorrow for your clients, you’ll want to work with a company you know and trust. Prudential has helped millions of people prepare for their future. With a solid reputation for risk management, product innovation, investment expertise and financial strength, Prudential continues its commitment to helping Americans meet their financial challenges.
We are the financial industry's leader in Social Security advisory, technology-driven education, and training. Founded in 2017, the National Association of Registered Social Security Analysts provides financial professionals with a 5-course online training program approved by the IRS, the CFP Board and NASBA for professional continuing education. Passing the online program is a prerequisite for taking the National RSSA Competency Exam and earning the RSSA® certificate credential. The RSSA® credential demonstrates that accredited financial professionals have been educated in a foundation of Social Security advanced concepts and trained to use analytical software to provide specific Social Security claiming options for clients, resulting in financially beneficial retirement strategies. There are 75 million Baby Boomers in America and 10,000 retire each day. The need for Social Security information and advice is unprecedented. There are many benefits of becoming a Social Security expert, earning your RSSA® credential, and offering Social Security advisory services. Differentiate yourself in the competitive marketplace, strengthen your current client relationships, attract new clients, and grow your business. For more information, visit narssa.org or rssa.com.
John Ryan, CFP® and his team have been consulting with NAPFA members since 1983. They specialize in the evaluation and planning of life, disability and long-term care insurance for members and their clients. In addition to having access to over 100 insurance companies’ products, the organization also has a network of top industry advisors available to help NAPFA members solve more complicated planning issues. RISC is also the Plan Administrator for the NAPFA Group Long Term Disability and Term Life Insurance plans.
Sandy Bay Partners is the experienced and trusted authority sponsoring unique and thoughtful alternative investments and business strategies that are environmentally, socially and economically impactful. We manage and sponsor investment programs focused on private equity and real estate development. Working with the best in class landowners, legal and industry partners, we deliver market-leading, innovative programs for our clients.
Independent Advisor Solutions by SEI delivers technology and investment solutions that provide a unified, digital wealth management experience for independent financial advisors and their clients. The integration of technology, investment flexibility, custody services and practice management tools connects advisors to their clients and empowers confident decision-making for their financial futures.
A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,500 advisors and supports approximately $100.6 billion in advisors’ total platform assets (as of Dec. 31, 2021). For more information, visit seic.com/advisors.
Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). We are dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Furthermore, the employees of SSG have an average of over 20 years of experience in serving the needs of independent RIAs. We understand what independent RIAs require in order to do their best work and this includes offering the “SSG Same-Day Promise” which means service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com
Launched in 2018, SIMON helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The SIMON platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence.
Over 100,000 financial professionals with $5 trillion in combined client assets turn to SIMON to stay ahead in an ever-evolving investment landscape. To learn more about SIMON, visit www.simon.io and follow the company on Instagram, LinkedIn, and Twitter. Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.
SQN Venture Partners, LLC (SQNVP) is a venture debt firm based in Charleston, SC. SQNVP works with entrepreneurs to achieve growth by creatively structuring alternative forms of financing as a supplement to venture capital. The firm provides senior secured capital to its clients to purchase business-essential equipment, invest in key hires, extend runway, and finance working capital needs. SQNVP invests in a broad variety of institutional, venture-backed technology industries, and provides financing ranging between $1 - $20 million from seed to expansion stages. SQNVP Funds seek to generate income, growth, and principal protection. Please visit www.sqnvp.com to learn more about the firm’s risk-mitigated investment thesis and its partners. For further discussion regarding SQNVP Funds, please contact: Nicholas Barnett (917) 848-9252 or Jeffrey Rosenthal (917) 848-7985.
Thrivent Advisor Network is a registered investment advisor (RIA) and a wholly owned subsidiary of Thrivent--a diversified financial services organization with more than 100 years of service. Launched in 2019, today Thrivent Advisor Network is comprised of 20+ affiliate advisor businesses managing $6.5 billion* in assets under management. Our community of independent-minded advisors are passionate about helping clients achieve financial clarity and value collaboration with other advisors who share a commitment to a greater purpose. Thrivent Advisor Network provides a suite of comprehensive solutions designed to help advisors run successful businesses with a goal of improving people's lives and having a positive impact on society. For more information and important disclosures, visit thriventadvisornetwork.com or find us on LinkedIn.
(*As of March 2022, Thrivent Advisor Network reported over $6.5 billion in AUM in its annual Form ADV filing.)
TIFIN Grow, part of TIFIN Wealth, helps financial advisors design and execute intelligent, hyper-personalized investment proposals for their prospects at scale. TIFIN Grow understands an individual’s fears, needs, and wants through AI-powered risk, planning and personality assessments.
TIFIN Grow then empowers advisors through next best action intel, prospect prioritization, and automated investment management. This creates deeper understanding and better conversion rates with prospects to drive growth for their firms.
With a history that dates back more than 100 years, Transamerica is recognized as a leading provider of life insurance, retirement and investment solutions, serving millions of customers throughout the United States. Recognizing the necessity of health and wellness during peak working life, Transamerica’s dedicated professionals work to help people take the steps necessary to live better today so they can worry less about tomorrow. Transamerica serves nearly every customer segment, providing a broad range of quality life insurance and investment products, individual and group pension plans, as well as asset management services. Transamerica is part of the Aegon group of companies. Based in the Netherlands, Aegon is one of the world’s largest providers of life insurance, pension solutions and asset management products, operating in more than 20 markets worldwide.
True North Networks (TNN) is a managed service and managed security service provider focused exclusively in the financial service industry. TNN designs their technology services around how client’s manage and support their clients, whether it is hosting, servers on premise or all their applications in the cloud. Most importantly, in 2015, True North developed and continually enhances SecureWorkplace® its’ proprietary industry leading cybersecurity service designed and tailored for RIA’s to reduce the likelihood of a security incident.
Vulcan Value Partners is an Investment Adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. We are value investors—business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. Vulcan Value Partners was founded in 2007 by C.T. Fitzpatrick. Mr. Fitzpatrick has 34 years experience managing portfolios with proven long-term results. The remainder of the firm’s management team has a combined 128 years of investing, operating, and analytical experience. As an independently owned and operated firm, we believe that our capital should be invested alongside our client partners. That is why Vulcan Value Partners is the exclusive investment vehicle for all of our employees’ public equity investments. Our goal is to compound capital at real rates of return significantly in excess of inflation over our five year time horizon.
Walton is a privately-owned, leading land asset management and global real estate investment company that concentrates on the research, acquisition, administration, planning, and development of land. With more than 42 years of experience, Walton has a proven track record of administering land investment projects within the fastest growing metropolitan areas in North America. The company manages and administers US$3.4 billion in assets on behalf of its global investors located in 71 countries, builders and developers and industry partners. Walton has more than 98,000 acres of land under ownership, management and administration in the United States and Canada with business lines ranging from exit-focused pre-development land investments, builder land financing and build-to-rent.
Walton’s 42-year experience in the land industry and its more than 86,000-acre U.S. land asset portfolio, coupled with their established relationships with most of the top U.S. homebuilders, puts Walton in a prime position to allow their investors to capitalize on the surging U.S. housing market.
Wilshire Finance Partners is an alternative investment manager specializing in short-term fixed income investments that provide Stable Income & Principal Protection® and have historically delivered the following benefits: Higher returns; Monthly cash flow; Stable net asset value; No correlation to the stock or bond market; No sensitivity to interest rates
Alternative investments have become a staple in many investment portfolios, and we would welcome the opportunity to show you how our funds fit into a balanced strategy.
For more information, please contact Don Pelgrim at: (DPelgrim@WilshireFP.com), (866) 575-5070, Wilshirefp.com
XY Planning Network is the leading organization supporting financial advisors who provide fee-for-service financial planning to Generation X & Generation Y clients. XYPN is a turnkey financial planning platform, providing everything from compliance support to the technology necessary to start, run, and grow (or transition to) a fee-only RIA doing real financial planning for next generation clients, with real independence, and access to a real community of like-minded advisors.
YourStake provides all the tools financial advisors need to help clients understand and grow their social + environmental impact. We offer the #1 rated impact reporting & portfolio analytics ESG/SRI solutions for financial advisors, with a focus on equipping advisors with a depth of information to be able to always answer any client question, beyond abstract scores.
Zoe Financial is the premier growth network for the top 5% of fiduciary and independent financial advisors in the country. We pre-qualify prospects based on your firm's preferences, schedule them directly on your calendar, and only collect a fee if they become your client. If you're interested in learning more, click here to apply.