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Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients. We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client’s investment needs and risk tolerance. Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business. To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice. With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client’s needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered “industry-standard”. At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.
Kovitz Investment Group is a Chicago, IL-based company in the Financial Services sector.
Atlas Capital is a Paradise Valley, AZ-based company in the Financial Services sector.
Roch Capital Inc. (“Roch”) is a privately held capital management firm that invests in quality assets to be held over the long term. Roch focuses on a wide variety of asset classes, but targets high quality, performing real estate and fundamentally strong middle market companies. Portfolio companies include Applied Bank, Applied Card Systems, Inc. (“ACS”) and Carbon`s® Golden Malted® Waffles. Our strong capital position and dedicated team of in-house professionals enables speed and certainty of execution. REAL ESTATE: Roch invests in diversified real estate opportunities, including hospitality, office, retail, flex/industrial, multifamily, manufactured home and recreational vehicle communities, student housing, mixed-use, single tenant net lease properties and corporate sale leasebacks. PRIVATE EQUITY: Roch makes control investments in market leading, fundamentally sound middle market businesses that demonstrate sustainable competitive advantage and present a compelling value proposition. CREDIT CARD PROCESSING AND MERCHANT SERVICING: ACS provides credit card processing and servicing solutions. In addition, ACS also delivers customer service, IT and collections support services, as well as merchant servicing solutions. Support for ACS is provided through affiliated operations in Glen Mills, PA. CONSUMER AND COMMERCIAL BANKING: Applied Bank, headquartered in Wilmington, Delaware, is a Delaware state chartered bank and an FDIC insured, Equal Housing Lender, providing personal and commercial banking services, as well as payment solutions to merchants.