Our Partners

City National Rochdale

"City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations. Working in close partnership with each client's trusted advisor, our knowledgeable investment professionals develop an insightful “personal benchmark” that is unique to each client. This personal benchmark becomes the blueprint for the portfolio's strategy and performance, supported by a sophisticated asset allocation framework and a robust financial and macro-economic analysis. City National Rochdale's approach allows clients and their advisors to focus on what really matters for long-term investment success while navigating the ever-changing economic environment."

Source: https://cnr.com/about-rochdale



"For nearly two decades, we've worked side-by-side with financial professionals to deliver wealth management solutions that meet the evolving needs of your organization, advisors and clients and help you deliver exceptional service. Their mission: to transform the way financial professionals deliver advice at scale and build collaborative relationships with their clients. Their vision: Be the change. Drive innovation in FinTech by creating and delivering technology solutions that help advisors and firms of all sizes achieve greater efficiency, scale, competitive edge, and growth in their businesses."

Source: https://emoneyadvisor.com/about-us


ICON Capital

"ICON Capital provides investment products to individual and institutional investors through publicly registered programs, private funds and separately managed accounts. With more than 27 years of experience in the alternative asset management industry, ICON and its affiliates have managed investments for more than 71,000 investors and made more than $4.5 billion in total investments."

Source: https://www.iconinvestments.com/business


FS Investments

"FS Investments helps investors design better portfolios. We started as Franklin Square Capital Partners in 2007 with a vision to bring investors access to alternative sources of income and growth historically available only to large institutions and the wealthiest individuals. We helped change that and, as FS Investments, we remain committed to helping people transform their portfolios. Our thoughtfully designed solutions combine differentiated strategies, top institutional managers and investment structures tailored to our investors' needs. We focus on setting industry standards for investor protection, education and transparency. Today we manage a growing suite of funds designed for financial advisors, individuals and institutions to achieve a variety of financial goals."

Source: https://www.fsinvestments.com/about



Lincoln's core business areas —life insurance, annuities, retirement plan services and group protection—focus on supporting, preserving and enhancing people's lifestyles and retirement outcomes. "Founded in 1905 with the endorsement of Abraham Lincoln's son, Robert Todd Lincoln, Lincoln Financial Group is the first and only company to carry Abraham Lincoln's name, image and ideals at the heart of our brand. For more than a century, we've advanced President Lincoln's inclusive vision and values by building an honest, dependable financial services company. We're dedicated to helping Americans secure better, more optimistic futures for themselves and their loved ones."

Source: https://www.lfg.com/public/aboutus/companyoverview&audience_page_id=1422918942386



"With operations in the United States, Asia, Europe and Latin America, we provide customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. We strive to create long-term value for our stakeholders through strong business fundamentals, consistent with our mission guided by our vision and directed by our company's core values."

Source: https://www.prudential.com/about



"Riskalyze is building a 100-year company, so they think long term and focus on doing a small number of things really well. They choose making a deep impact, over trying to boil the ocean. Their mission: Empowering the World to Invest Fearlessly. Investors are best served by answering questions objectively and mathematically with data. When in doubt, Riskalyze will always do the right thing and err on the side of safety."

Source: https://www.riskalyze.com/about


SEI Investments

"Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this nearly 50-year history, our mission has remained constantto help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals."

Source: https://seic.com/about-us


"$ymbil is an automated investment advisor that recommends and places an investor into a risk-appropriate managed portfolio. $ymbil is a product of Ladenburg Thalmann Asset Management. We are an SEC Registered Investment Advisory firm established in 1982."

Source: https://symbil.com/start.xhtml?advisor-41B