Our Strategic Partners
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Claraphi Advisory Network ~ Asset administration includes a state-of-the-art portfolio management platform with portfolio optimization and analytics. Claraphi's investment advisory services provide carefully selected asset managers, mutual funds, ETFs, and alternatives. Their models help advisors focus on asset gathering and building client relationships.
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ARC Trust (ARCTRUST) is a private Real Estate Investment Trust (REIT) that specializes in the development, acquisition, financing and joint-venture of Net Lease Properties. Over the past 30 years ARC has been responsible for more than 300 transactions with an aggregate value in excess of $3 billion and has received numerous industry awards for its work in the area of Net Lease Properties. |
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Legacy CPA's ~ Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. |
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GPB Capital Holdings LLC is a New York-based investment firm with a focus on acquiring middle-market, income-producing portfolio companies. The firm provides its portfolio company operators with the strategic planning, managerial insight, and capital needed to enable strong businesses to achieve a new level of growth and profitability |
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iSelect Fund ~ Entrepreneurs make America great. Investing in entrepreneurs makes the wealthiest Americans even wealthier. iSelect broadens access to investment opportunities that previously were only open to the super rich.. At iSelect, we focus on ventures that cure cancer, fight fibrosis, improve agriculture, reduce costs of energy efficiency, streamline telecommunications, increase enterprise security, wrangle with logistics, and create new retail solutions. In all cases these firms are customer focused and led by seasoned entrepreneurs. |
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Ascendant Capital is a boutique alternative investment firm with global capabilities, bringing one-of-a-kind investment strategies to a diverse investor base with a unique focus on income-producing private equity.
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Epoch Residential sources, develops, builds, and manages luxury apartment communities across the Southeast and the Sunbelt regions of the U.S. Our clients trust our expertise and our successful track record of achieving maximum profitability. Since 1970, Epoch Residential has developed over 34,000 multi-family units and managed over 100,000 units in more than 55 cities from Florida to California. |
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Davis Miles McGuire Gardner, PLLC has been recognized by U.S. News & World Report as one of the best law firms in the nation.
We work with them to provide our clients with legal services specializing in practice areas that are often essential to achieving important wealth management objectives including business and commercial transactions, asset protection and estate planning. |
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Sealy & Company ~ As a leader in industrial real estate investment, we are a trusted partner to a wide range of capital investors including investment interests with 3rd generation partners up to the largest teachers' retirement fund in the United States. Sealy has leveraged its proven track record in industrial real estate investment to develop investment solutions for entrepreneurs, high-net worth individuals, family offices, foundations, endowments, and institutional capital. |
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Cottonwood Residential is a fully integrated real estate investment company focused solely on the multifamily sector. Our expert service in asset and property management is complemented with our capabilities in the financial, construction, and legal aspects of Tenants in Common multifamily ownership. |
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MDS Energy Development president Michael D. Snyder is a member of the Snyder family, which operates a successful and highly diversified family office with significant holdings in energy, banking, and mining. The Snyder family has been in business since 1941 and is one of the largest independent producers of natural gas in Pennsylvania. MDS Energy Development is vertically integrated, meaning we have our own crews and equipment to complete much of the drilling process in house. This allows for significant operational flexibility and a more efficient operation. |
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