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 […]
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.
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 […]
American Century Investments/Avantis Investors
Avantis Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for outperformance with the consistency of indexing.
American Heart Association
The American Heart Association’s Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals. The Network is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting the Association with it’s mission to […]