Astoria
Astoria is a high conviction, boutique asset management firm based in NYC. Founded in 2017 by John Davi, a 20+ year Wall Street veteran, Astoria brings institutional caliber research and portfolio analytics to create robust and thoughtful investment portfolios. Astoria serves as an outsourced CIO to finanncial advisors and is also the sponsor of exchange […]
ComplianceAdvisor
Our investment advisor compliance services, ComplianceAdvisor, are designed to support state or SEC-registered investment advisors in fulfilling their regulatory obligations with ease and confidence. While every firm is required to meet specific regulatory standards, we understand that each firm has its own unique compliance needs. That’s why we offer customizable solutions, allowing us to tailor our services […]
Symmetry Partners, LLC
Symmetry Partners provides investment strategies and business solutions that empower Financial Advisors to deliver an enhanced client experience. Guiding your clients to make investments that align with their objectives. Building and maintaining your business. Planning for the future. Your goals inspire us to deliver optimized solutions to help you reach them.
Golsan Scruggs
Golsan Scruggs is a boutique insurance brokerage focused on insuring asset managers across the United States. Located on the West Coast with a national presence, we currently serve over 2,300 RIAs and pride ourselves on consultation and education as the means to earn client trust. Though we provide full-service property casualty solutions, our key areas […]
eLegacy Law PLLC.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind – all from the comfort of the clients home.
Vanguard
Founded in 1975 on a mission to stand up for investors and give them the best chance for success, Vanguard continues that commitment today through a global team of 450+ investment professionals with deep expertise and a long-term perspective across asset classes and strategies. Our teams are focused on delivering strong client outcomes, with portfolio […]
The American College of Financial Services
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It’s a mission rooted in history and focused on the profession’s future.
SPFG
We offer a turn-key approach to designing, implementing, and managing customized individual bond portfolio solutions tailored to your clients’ needs. We focus intently on service and do the heavy lifting so you can spend more time helping clients and running your business.
Global X ETFs
Global X ETFs is a New York based provider of exchange-traded funds (ETFs) founded in 2008, focused on delivering innovative, research-driven investment solutions across thematic growth, income, international markets, commodities, and core exposures. The firm manages over $70 billion in ETF assets and is known for helping investors access disruptive trends and hard-to-reach areas of […]
Stonecrest
Stonecrest has a long track record of investment fund management with a focus on distressed real estate assets and private lending funds. Stonecrest has delivered consistant, strong returns for our investors while offering portfolio divesification and overall yeild boost. Our funds are a great fixed income alternative to bonds and offer no correlation to a […]