Key Partners

 

NASDAQ

The Nasdaq Stock Market is the largest U.S. electronic stock market and the fastest, most emulated market model worldwide. Nasdaq lists more companies, on average, trades more shares per day, and handles more IPOs than any other U.S. exchange. And Nasdaq delivers the highest regulatory integrity and a robust body of high-value services for companies at all stages of public ownership.

Jefferson National

Jefferson National is a recognized innovator and leading distributor with a singular focus on meeting the needs of RIAs and fee-based advisors. Jefferson National’s unique platform for tax-advantaged investing is used by more than 3,500 RIAs and fee-based advisors nationwide to manage nearly $4 billion in assets.

FPCM

First Principles Capital Management, LLC provides fixed income investment management services for financial institutions, endowments and foundations, corporations, family offices and trusts, and private clients. FPCM manages $10.1 billion (as of 1/1/2015) in customized separately managed accounts and targeted commingled funds.

IDC

Interactive Data is a trusted leader in financial information, relied upon by some of the largest and most well-known financial institutions around the world.

Atlantic

Atlantic Fund Services provides comprehensive administration, accounting, transfer agency, investor servicing, and distribution support for funds and other pooled investment funds in Europe and the U.S.