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Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.
Daccord Financial Services is a Bellevue, WA-based company in the Financial Services sector.
We have a long and successful track record of investing in commercial real estate through a variety of economic cycles and market conditions. Our historical portfolio, which has exceeded $2.2 billion in aggregate since inception, has spanned multiple asset classes, including CBD office, suburban office, retail, industrial, multi-use, research and development, multi-family and flex properties, as well as entitled residential building lots, throughout the United States. Our investors consist of a select group of institutional and high net worth investors, family offices and trusts. Participation in investment entities is offered to investors through our affiliate, Brookwood Securities Partners, LLC, a broker-dealer registered with FINRA.
Overland Bond And Inv Corp is a Chicago, IL-based company in the Financial Services sector.