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LiftForward operates marketplace platforms which enable retailers, manufacturers, suppliers and other organizations to connect their small business customers with various forms of debt. LiftForward provides the platform, underwriting, funding, and servicing of the loans. Our services strengthen the companies and organizations we work and our clients sell more goods and services as a result of the partnership. LiftForward is a SEC registered investment advisor and licensed lender. LiftForward investors include GLI Finance Limited (AIM: GLIF), an investor in platform companies providing finance to small and medium sized enterprises, Garrison Point Capital, Capital Bank and other accredited investors.
MarkOne Financial is one of the leading providers in Financial Services. It is based in Fort Worth, TX. To find more information about MarkOne Financial, please visit www.mark-one.net
Systematic Financial Management, L.P. is one of the leading providers in Financial Services. It is based in San Francisco, CA. To find more information about Systematic Financial Management, L.P., please visit www.sfmlp.com
Stralem is one of the leading providers in Financial Services. It is based in Reno, NV. To find more information about Stralem, please visit www.stralem.com
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.