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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.
First Physicians Capital Group, Inc., together with its subsidiaries, provides management, financial, and ancillary healthcare and IT services to the rural and community hospital market in the United States. The company also holds a 51% interest in Rural Hospital Acquisition, LLC that owns and operates three critical access hospitals, one medical clinic, and an ancillary support services unit focusing on the delivery of healthcare services to rural communities in Oklahoma. The company was formerly known as Tri-Isthmus Group, Inc. and changed its name to First Physicians Capital Group, Inc. in September 2009. First Physicians Capital Group was founded in 1980 and is based in Beverly Hills, California.
Summit is a publicly registered non-traded REIT that is currently focused on investing in senior housing real estate located throughout the United States. The current portfolio includes interests in 12 long-term triple-net leased healthcare facilities.
United Savings Credit Union is a Fargo, ND-based company in the Financial Services sector.
Crawford Lake Capital and its affiliates, including Crawford Lake Master Fund and Crawford Lake Enhanced Master Fund, is a trading-oriented equity fund that strives to generate strong risk-adjusted returns. Crawford Lake utilizes a hybrid approach to investing, combining both fundamental and technical analysis. The combination of these approaches is intended to produce superior risk adjusted returns, maintain a low volatility profile, and position the Funds to perform well regardless of market conditions. The firm is a SEC registered investment adviser and is headquartered in Lakewood, NJ with over $750 million in assets under management.