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Midas Capital, LLC is a transformative, entrepreneurial, growth-oriented real estate investment firm which, in concert with its affiliates, acquires, owns, develops, and manages a portfolio of commercial real estate projects and other diversified investments across segments and geography. We seek to invest where we can significantly impact communities and build lasting business value leveraging our relationships, expertise and management capabilities. We currently manage $500M+ in assets and private equity capital. Our principles are rooted in honesty, integrity, hard-work, and compassion, and we believe in “Making Room for People’s Dreams”.
Since 1994, The CBI TEAM has helped hundreds of business owners navigate the selling process to transfer business ownership and secure the financial future of business sellers. The CBI TEAM has participated in the sale of approximately 800 businesses, ranging from less than $100,000 sales price to almost $8 million. Regardless of the business value, the CBI TEAM respects all business owners and provides professional, confidential business sale consultation.
Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal. For more information, go to www.bankofmarin.com.
Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios—and helps us focus on the best possible outcome for you. Our approach is simple—you work directly with our most experienced professionals. Here, you have direct access to our CEO, Chief Investment Officer, and Portfolio Managers, so you can move straight toward finding the right strategy to achieve your objectives. You will have the confidence of knowing your account is managed through creative liquidity management, individually structured income portfolios and active quantitative equity risk management in pursuit of market returns. We focus on what matters to you, and we’re transparent in how we work and what we charge. Advisory services are offered through Laffer Tengler Investments, Inc. All investments include risk, including the possibility of loss of principal. Laffer Tengler Investments is a ButcherJoseph company.
OppLoans is a leading financial technology platform that powers banks to help middle income, credit-challenged consumers build a better financial path.
These materials are not from HUD or FHA and were not approved by HUD or a government agency. FAReverse LLC i/l/t/n Finance of America Reverse LLC is Licensed Mortgage Banker in the State of New York, but this site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site. ©2020 Finance of America Reverse LLC is licensed nationwide | Equal Housing Opportunity | NMLS ID # 2285 (www.nmls.consumeraccess.org) | 8023 East 63rd Place, Suite 700 | Tulsa, OK 74133 | AZ Mortgage Banker License #0921300 | Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #23647 | Kansas Licensed Mortgage Company | Massachusetts Lender/Broker License MC2285: Finance of America Reverse LLC | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department where Finance of America Reverse is known as FAReverse LLC in lieu of true name Finance of America Reverse LLC | Rhode Island Licensed Lender | Not all products and options are available in all states | Terms subject to change without notice | For licensing information go to: www.nmlsconsumeraccess.org
Xtiva helps leading financial service companies achieve more. Xtiva provides the leading and most respected sales performance management (SPM) and incentive compensation management (ICM) technology systems for the financial services industry. Our cloud-based SPM product suite enables financial organizations to drive scalable performance improvement through better business intelligence, sales enablement, talent management and supported by dynamic and compelling incentive compensation. Xtiva customers improve strategy execution, productivity, organizational trust and operations efficiency while reducing business risks.
Liberis builds flexible embedded finance solutions that empower businesses and provide positive impact. Founded in 2007, Liberis is a leading global embedded finance platform with a mission to provide small businesses with accessible and responsible finance, based on the belief that funding should always be a positive force for small businesses. Liberis provides partners with the technology platform and financial solutions to offer hyper-personalised and accessible funding, empowering their small business customers to grow their revenues. With over 14 global strategic partners and direct reach to more than 1 million small businesses, Liberis has provided nearly $1bn of funding in over 45,000 transactions, enabling over 100,000 jobs to be created and saved. Liberis’ revenue-based finance is a form of receivables finance, not a loan. Amounts advanced are subject to status and our underwriting process before any offer can be made.
Strix Leviathan was created by a team of seasoned technologists and experienced finance professionals that recognized the opportunity for algorithmic trading within the cryptocurrency markets.
While financial goals look different for every individual, you know just how you envision yours. What you may not know is how to make them a reality. At Concurrent Advisors, that’s our specialty. We deliberately chose the word “concurrent” as our name because its definition, “acting in conjunction simultaneously side by side,” accurately captures what our dedicated financial planning professionals do: We pair our knowledge with your vision to strategically facilitate the goals in your life. ---------------------------------------------------------------------- Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concurrent Advisors is not registered broker/dealers and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. Our original, innovative research sets the foundation. Our customized solutions set us apart. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.
With nearly 10 years of experience placing high-level finance and accounting professionals, James is an expert at helping companies hire, tax, audit, and finance talent from entry-level accountants to CFO. He specializes in working with professionals from the Big-4, placing over 130 professionals in the past 8 years. After Accounting Assets closed Mr. Durrett wanted to use the knowledge obtained by his former mentor and create a new business model that pays more attention to hiring needs. Refusing to play the numbers game, James works very closely, one on one, with only the best of professionals in accounting and finance. Considered as a career coach EGS has not only made placements but has been helping professionals maintain and reach their career potential. "Working as a Finance & Accounting recruiter is gratifying, as many professionals like Tax Managers, Audit Seniors and Financial Analysts are happy in their finance & accounting jobs due to my efforts." Tax VP of Tax, Director of Tax, Director of SALT, Director of International Tax, Corporate Tax (FIN 48, FAS 109) Audit Audit Manager, Audit Senior, Internal Audit, IT Audit, VP of Internal Audit Finance VP of Finance, Director of Finance, Director of FP&A, Director of Financial Reporting, Treasury Manager Accounting CFO, VP of Accounting, Director of Accounting, Manager of Accounting, Controller, Divisional Controller, Regional Controller, Manager of A/P, Manager of A/R
TrustFund is a fintech platform helping people achieve financial wellness and avoid payday/title predatory loans.
Millennium is a global alternative investment management firm, founded in 1989, which manages $54.9 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies. Our four primary strategies are RV Fundamental Equity, Equities Arbitrage, Fixed Income Strategies, and Quantitative Strategies. Millennium was founded on the belief that innovation and results come from empowering talented, independent-minded individuals. To us, success is the combination of drive and discipline. See our community guidelines at: mlp.com/guidelines
Since 1977, Gateway has been providing low-volatility equity strategies for risk-conscious investors. From the beginning, Gateway's focus has been reducing the risk of equity investing with index option strategies. Gateway's core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. For more information, please visit www.gia.com
REIMAGINE RETIREMENT INVESTING Alto's easy-to-use platform empowers everyday investors to diversify their portfolios by investing in alternative assets such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, SEP IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest in assets once reserved solely for high-net-worth individuals. With the Alto IRA, you can invest in a wide range of alternative assets through AcreTrader, AngelList, Masterworks, and a host of other investment platform partners. The Alto CryptoIRA® lets you buy and sell up to 200+ cryptocurrencies tax-free or tax-deferred. We're on a mission to make alternatives accessible for all, so everyone can invest for the future they want. Join us at altoira.com.
State Teachers Retirement System of Ohio is one of the nation’s leading retirement systems, serving about 500,000 active, inactive and retired Ohio public educators. With investment assets of $98.1 billion (including short-term investments) as of June 30, 2021, STRS Ohio is one of the largest public pension funds in the country.
Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American State Bank located in German Valley, Pecatonica, Seward and Winnebago; State Bank of Davis located in Davis and Kankakee; State Bank located in Freeport; Lena State Bank located in Lena; Northwest Bank located in Rockford, Loves Park and Machesney Park; and State Bank of Herscher located in Herscher and Kankakee.
We’re available. Available 24/7 with the convenience of electronic banking. Your Availa banker can help you select the products best suited for you. This page is to provide general information about Availa Bank, under no circumstances should you disclose personal information on LinkedIn. Never disclose personal or financial information online, including account or Social Security numbers. Availa Bank, Member FDIC
