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CFT Capital Partners manages alternative assets for the Cherng Family Trust.
NSBN is a Beverly Hills, CA-based company in the Financial Services sector.
At AIP Solutions, communication is paramount, with our clients and within our company. Your telephone calls to AIP Solutions are important, which is why our team makes every effort to return phone calls the same day. We also assign a Dedicated Relationship Manager (DRM) to every account, so you always have a direct person to contact and they will also keep track of your accounts. The DRM also keeps our clients informed of their accounts by customizing reports based on our clients` needs. Clients can choose from daily, weekly or monthly reports.
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer`s specific investment needs. Luma`s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.