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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,475 employees and offices in 28 states.
Food Family Credit Union is a Toronto, ON-based company in the Financial Services sector.
DS-Concept Factoring, Inc. provides international trade finance to the world`s small and mid-market. Founded in 2000, with twelve global offices and affiliates including our headquarters in Germany, we transact in most countries and global markets. We use our expertise in international finance and trade to provide tailored cash flow solutions that enable SME`s both inside and outside of the US to grow globally and overcome challenges along the way. We also can work in partnership with banks and other commercial finance companies to support international working capital needs.
GMA FUND has over 30 years of experience in the finance arena and has been helping small to mid-sized companies successfully secure funding when the banks have said no. GMA FUND offers many different types of cash flow solutions, let us know how we can better assist you.