Our Strategic Alliances
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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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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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Levine Leichtman Capital Partners is an independent investment firm that makes structured equity investments in middle market companies located primarily in the United States. Structured equity utilizes a combination of debt and equity securities that results in more ownership for operating management teams. LLCP has managed approximately $10.5 billion of institutional capital since inception on behalf of a worldwide network of investors. |
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Gladstone Land Corporation (common stock listed on NASDAQ: LAND) is a real estate investment trust that specializes in purchasing farms and farm-related properties and leasing them to farmers. Gladstone's goal is to build the premier farmland real estate company focused on the ownership of high quality farms and farm-related properties that are leased on a triple-net basis to tenants with a strong operating history and deep farming resources. All our farms have abundant water sources and are currently 100% occupied.
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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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Peachtree Hotel Group operates, develops and invests in premium-branded, select- and limited-service and extended-stay hotel assets under the Marriott, Hilton, Hyatt, Choice and InterContinental Hotels Group flags. Since its inception, Peachtree has invested in more than $2.8+ billion of hotel properties and first mortgage notes. Peachtree’s current portfolio is comprised of 112 hotel assets totaling13,685 rooms, including 45 real estate assets and 65 notes. |
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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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Time Equities, Inc. ~ Founded in 1966, Time Equities, Inc. (TEI) has been in the real estate investment, development and asset & property management business for more than 50 years. TEI currently holds in its own portfolio approximately 31.1 million square feet of residential, industrial, office and retail property – including over 4,000 multi-family apartment units. In addition, TEI is in various stages of development and pre-development of constructing approximately 1.4 million square feet of various property types which includes at least 1,447 residential units. |
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Leitbox Portfolio Partners Self Storage Fund I, LLC is focused on developing or acquiring self-storage facilities and mixed-use facilities with a self-storage component. Leitbox is owned and managed by William Leitner. The fund's focus is development and value-add acquisitions targeting conversions and mom & pops facilities located in high barrier to entry markets throughout the United States.
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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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Fairfax Global currently manage investments for individuals and private institutions throughout the United States. Fairfax Global believes that risk management and the protection of capital from major declines in the stock market like in 2000 to 2002 and again in 2008 and 2009 are its primary goals. Fairfax Global understands that all investors have the same investment objective—to make money on their investments and not to sustain any significant losses in the process.
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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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