Platform and Program Options
Alternative Investment Manager Platforms
AssetMark - Offers outside managers and portfolio options.
For more information https://www.assetmark.com/what-we-do
Lorring Ward - Offers outside managers and portfolio options.
For more information https://loringward.com/about/
FTJ FundChoice - Offers outside managers and portfolio options.
For more information https://www.ftjfundchoice.com/
REITS and Non-Traded Investment Options
CNL - Specializes in Senior Housing & Medical Office Buildings.
For more information https://www.cnlsecurities.com/
BlueRock - Specializes in non-traded REITs.
For more information http://bluerockfunds.com/
SC Distributors - Offers a number of non-traded alternative investments.
For more information http://scdistributors.com/
Cole Capital - Specializes in non-traded REITs.
For more information https://www.colenetlease.com/
ResourceREIT - Specializes in distressed properties.
For more information http://www.resourcereit.com/
James Alpha - Offers alternative investment funds and Hedge funds.
For more information http://www.jamesalphaadvisors.com/
Strategic Storage - Specializes in storage property non-traded REITs.
For more information http://strategicstoragetrust.com/
Fee-Only Annuities
Nationwide - Variable Annuity
For more information https://www.nationwideadvisory.com/
Broker Dealers
JK Financial - Low cost Broker-Dealer option for those seeking BD affiliation.
For more information http://www.jkfinancial.net/