Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach — in combination with The Capital SystemSM — has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.
Apex is a custody and clearing engine for the future of digital wealth. We enable our clients to provide the seamless digital experiences today’s consumers expect and to reach more investors and serve them profitably. Our engine was built for digital clearing, unlike legacy custody platforms. We deliver speed, efficiency and flexibility to firms ranging from innovative start-ups to blue-chip brands who choose to grow with us.
Barclays is a transatlantic consumer and wholesale bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 80,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.
CAIS is the premier gateway to the multi-trillion-dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer.
Dassault Falcon Jet markets and supports the Falcon family of business jets throughout North and South America. Since the rollout of the first Falcon 20 in 1963, over 2,500 Falcon jets have been delivered. Dassault offers a range of six business jets from the twin-engine 3,350 nm large-cabin Falcon 2000S to its flagship, the tri-engine 6,450 nm ultra-long range Falcon 8X and the new ultra-widebody cabin Falcon 6X.
DWS is one of the world's leading asset managers with nearly $758 billion of assets under management, as of 12/31/18. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS aims to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. The brand DWS represents DWS Group GmbH & Co. KGaA and any of its subsidiaries, such as DWS Distributors, inc., which offers investment products, or DWS investment Management Americas, Inc. and RREEF America L.L.C., which offer advisory services.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading, scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. Developed and supported by more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide.
Tamarac solves the most critical technology issue for independent advisors by integrating portfolio management, performance reporting, trading, rebalancing, CRM and client portal into a single web-based platform. Over the last decade, Tamarac has built a reputation for delivering best-in-class software, training and support, servicing more than 800 independent advisory firms, collectively managing over $500B in assets. Components of Tamarac’s Advisor Xi suite can be purchased separately and added over time to build out an integrated platform that best meets your firm’s needs.
First Eagle Investment Management is an independent firm that manages approximately $95 billion in assets for institutional and individual clients (as of December 31, 2018). With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to downside protection remain our primary goals.
We are a US investment management company that offers a range of actively managed mutual funds – First Investors Funds - across asset classes. Our approach seeks to consistently deliver solid, long-term performance and mitigate risk through a time-tested and disciplined investment process. Our First Investors Funds are distributed by Foresters Financial Services, Inc. to intermediaries, institutional and retail channels. Our parent company, Foresters Financial, Foresters Financial™ is an international financial services provider with more than three million clients and members in Canada, the United States and the United Kingdom, and total funds under management of $36 billion (in U.S. dollar as of December 31, 2017). With a history of more than 140 years, Foresters Financial provides life insurance, savings, retirement and investment solutions that help families achieve their financial goals, protect their families and improve their communities.
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. As of October 31, 2018, First Trust offers 140 ETFs, has approximately $125 billion in assets under management or supervision, and is the 6th largest ETF provider in the U.S.
FlexShares® leverages research and investment expertise across disciplines to offer new, insightful solutions designed to address actual investor goals. Each strategy is purposefully matched with a core investment objective: growing assets, managing risk, generating income or managing liquidity. FlexShares ETFs are engineered from the ground up including collaborating with an index provider to build the appropriate index that is designed to produce persistent return attributes while emphasizing transparency and cost efficiency in order to deliver alternative index strategies. We intensely focus on identifying and delivering unique insights not already priced into the market. Investors can benefit from our dedication to advancing the science of index design and transparency we deliver through our outcome-oriented ETF solutions for the long-term investor.
iCapital Network is the financial technology platform that is changing the way alternative investments are bought and sold with complete tech-based solutions for advisors, their clients and asset managers. The firm’s flagship platform offers advisors and their clients a curated menu of private equity and hedge funds at lower minimums with a full suite of due diligence and administrative support in a secure digital environment. Banks and asset managers leverage iCapital’s tech-enabled services to streamline and scale their private investments operational infrastructure. iCapital was included in the 2018 and 2019 Forbes FinTech 50.
Investments & Wealth Institute® (formerly IMCA®) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor ® (RMA®)—we deliver rigorous, highly practical education.
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. The firm’s institutional custody offering provides a customized solution for digital assets, private equity, private debt, venture capital and fund of funds. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, digital asset investors, fund managers, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic).
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $930 billion in assets under management as of 31 Dec 2018 and operations in 16 countries. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for financial service businesses including insurance agencies, RIAs, and CPAs, restaurant franchises through the First Franchise Capital brand, and third-party loan servicing for financial institutions. Oak Street Funding and First Franchise Capital utilize industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to finance services professionals and franchise owners nationwide.
OppenheimerFunds, Inc., a leading global asset manager, is dedicated to serving the needs of its clients, who range from financial advisors, wealth managers, and their clients to small businesses and institutional investors, including corporations, retirement plans, endowments and foundations and sovereign wealth funds. The firm and its subsidiaries manages more than $229 billion in assets, as of November 30, 2018.
Orion Advisor Services is the premier portfolio accounting service provider for advisors. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm’s solutions empower more than 825 advisory firms with total assets under administration in excess of $315 billion from more than 1,300,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider.
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s third largest asset manager with nearly US $2.73 trillion under our care. (This figure is presented as of March 31, 2018 and includes approximately $56 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.)
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support needed to transform their businesses. The privately-held brokerage and custodian services works to streamline fee-only investment advisors’ operations through comprehensive custodial, operational and trading support. Securities offered through Trade-PMR, Inc., member FINRA/SIPC. Custodial services offered through First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. TradePMR and First Clearing are not affiliated.
USCF operates on the leading edge of exchange-traded product (ETP) and exchange-traded fund (ETF) innovation. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (USO), in 2006. Over the next decade, USCF designed and issued twelve more ETPs and ETFS across commodity and equity asset classes. USCF currently manages over $3 billion in assets from its headquarters in Walnut Creek, California.
VanEck manages forward-looking, intelligently designed investment strategies that take advantage of targeted market opportunities. The firm is a pioneer in global investing with a history of placing clients’ interests first in all market environments.
Virtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. The company provides investment management products and services through its affiliated managers and select subadvisers, each with a distinct investment style, autonomous investment process, and individual brand. Virtus Investment Partners offers access to a variety of investment styles across multiple disciplines to meet a wide array of investor needs.