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/