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Forgepoint Capital is a venture capital firm that invests in transformative companies protecting the digital future, with a focus on cybersecurity and infrastructure software.
Ballast Point Capital is a private investment firm and single family office focused on capital preservation and long term value creation with allocations across a wide variety of asset classes and investment strategies.
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Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
Exchange Income Corporation is a diversified, acquisition-oriented corporation focused on opportunities in two sectors: aviation services and equipment, and manufacturing. The business plan of the Company is to invest in profitable, well-established companies with strong cash flows operating in niche markets. The objectives of the Company are: 1) to provide Shareholders with stable and growing cash dividends 2) to maximize Share value through on-going active monitoring of its Operating Subsidiaries 3) to continue to acquire additional companies or businesses or interests therein in order to expand and diversify the Company`s investments