| Name | Title | Contact Details |
|---|---|---|
Thomas Cook |
Chief Technology Officer | Profile |
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Geneva Financial has doubled down on the “Human” experience; which starts with the Originator. The competition is currently going to great lengths to automate the originator out of the mortgage process, leaving the most important personal financial decision to the fate of robots and unlicensed order takers. Geneva Financial, LLC`s mission is to invest in the best customer service experience at the hands of professional, licensed, loan consultants. This is our vision, our goal, and our burning desire. We will continue to pay the best in business, the highest compensation in the industry while offering the most loan programs at a very competitive price.
The Debt Exchange, Inc. d/b/a DebtX is one of the leading providers in Financial Services. It is based in Iowa City, IA. To find more information about The Debt Exchange, Inc. d/b/a DebtX, please visit www.debtx.com
Southeast American Financial is a Hollywood, FL-based company in the Financial Services sector.
Founded in 1998, Private Equity Headhunters specializes in locating jobs for executives and matches investment seekers with private equity and strategic buyers. The company utilizes its network of 2,400 recruiters and relationships with more than 1,600 PE/VC firms to achieve a job placement rate of 86 percent for national and international executives, even in a weak economy. With a 100 percent interview rate and impressive placement rate, Private Equity Headhunters has consistently ranked first in PE/VC space as a senior executive recruiting firm.