Northeast/Mid-Atlantic Symposium Sponsors


JVM is a privately held, vertically integrated real estate investment and property management firm specializing in multifamily housing since 1975. JVM has launched 10 real estate funds over the last 10 years amassing a portfolio of multifamily assets throughout the Midwestern United States. Over the years, JVM has earned the trust of investors looking to diversify their portfolio with real estate that is not correlated to the market. Headquartered in Oak Brook IL, JVM capitalizes on its entrepreneurial spirit and use of industry leading technology when managing its assets and benefits from a “fully invested” senior management team.


MDP Consultants is a boutique insurance brokerage specializing in serving the needs of fee-only and fee based financial advisors. MDP Consultants goes beyond quotes with a better way to do risk management.


Marketfield Fund seeks long-term growth of capital above that of the broad equity market over a full market cycle, with volatility that is generally lower than that of the broad equity market. Correlation between the Fund and the broad equity market may vary considerably over a full market cycle.

Marketfield Fund is managed by Marketfield Asset Management LLC and distributed by Quasar Distributors, LLC. Marketfield Fund is represented by Sincere & Co. to independent Registered Investment Advisors. - Get quotes from the industry’s top insurance carriers. Universal Life quotes also available.
Veralytic Reports - Determines the reliability of cash value life insurance projection based on past performance. Similar to a Morningstar report only for life insurance analysis.
Understanding LTC - Clients can review a tutorial before making an insurance purchase. Helpful calculators included.
Disability Income Calculator - Creates instant “ballpark” disability income quotes advisors can use to give clients a sense of likely costs of a privately owned policy.


About Schwab Advisor Services

As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For 30 years we have supported firms of all types and sizes and earned the trust of over 7,500 advisors. Visit Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.


Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2017, we managed almost $4.11 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds. Connect with Vanguard® at or 800-997-2798.