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We are a group of investment advisors that believes wealth should provide opportunities, not anxiety. That’s why we’ve spent the last 25 years helping individuals and families achieve confidence and peace of mind with their finances so they can enjoy the life they love. At Buckhead Capital Management we will guide you to the right investment strategy and expertly manage your portfolio for you. You’ll be relieved knowing a trusted financial advisor is investing your money wisely. Buckhead Capital Management is an employee-owned investment management firm located in Atlanta, Georgia. Our staff has over 200 years of combined experience in the field. We manage assets for Individuals, Corporations, Foundations, Endowments, Public Funds, and Taft Hartley Funds. When you work with one of our advisors, you will finally stop feeling uncertain about your finances and find confidence that you are on a solid path to financial peace of mind.
Glenmede Investment Management LP (“GIM”) is an independently-owned, boutique asset management company offering actively- managed equity, liquid alternative, fixed income and ESG investing strategies. As highly-skilled active investment advisors, we serve a global client base of institutions, consultants, and advisors in helping them meet their investment goals. Through collaborative teams and a commitment to a consistent decision-making process, our offerings provide long-term value for our clients. To learn more, visit our website: https://direc.to/gCXk This content is exclusively for institutional and professional clients and qualified investors as defined by local laws and regulations. Terms of use for GIM social media: https://bit.ly/3hbHtOP
Fort Washington Investment Advisors, Inc. is a focused investment management organization with dedicated business units that work with institutional investors and their consultants, private equity investors, and individuals and their families. With the strong support of our parent company, Western & Southern Financial Group, a Fortune 500 company, we have a stable corporate structure that nurtures our investment capabilities, alignment with clients’ interests, and long-term perspective. We believe our advantage is our culture which is centered on providing our clients with proactive, strategic financial advice, decisive action, and commitment to excellence. Investment acumen and superior client service are fundamental to this mission. We will always strive to go beyond what's expected with dedication and expertise. The firm was founded in 1990 and is an SEC-registered investment advisor. As of 3/31/2021, we managed $69.8 billion in assets*. *Includes assets under management by Fort Washington Investment Advisors, Inc. of $65.5B & $4.3B in commitments managed by Fort Washington Capital Partners Group, a division. **Information contained or made available on this profile is compiled from sources that we believe to be reliable but accuracy cannot be guaranteed. There are no warranties expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this profile or any "linked website" made available from this profile. This profile should not be considered as a solicitation for services.” Linked Web Sites: We Do Not Take Responsibility for Links to Third Party Content Please note: clicking on external links means you will be leaving this profile page and website and that you assume total responsibility and risk for your use of the site(s) you are visiting. This information is provided solely as a convenience to you.
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.
Solutions and Services FEDERAL & STATE INCOME TAX SERVICES From tax preparation and filing to year round help with getting your paperwork and finances in order, we will get you in the best position to have clean worry free tax fililing that also helps save you the most money. BUSINESS MANAGEMENT SOLUTIONS We have revied and helped hundreds of business owners understand their finances more completely. We help you by providing insights and solutions to optimize cash flow, make better leasing and loan decisions as well as finding areas where your money is not working optimally for your business. BOOKKEEPING We provide onsite and offsite bookkeepers that are the dedicated experts you need for your business. You will get a person that sticks with your business and gets to know and grow with you. QUICKBOOKS Get started on the right foot by letting us set up your Quickbook software. We can also provide extensive trainig to your staff so they have the expertise to deliver what you need. And, if you've been using it for a while but you feel you are not getting the most from it or it is not as organized as you would like, we can help with that as well. Cleaning up Quickbooks and showing you how to optimize the reports that give you the insights to better run your business is an invaluable service we provide. Let's discuss your situation and needs to get bookkeeping off of your plate and onto our. Call us today for a conversation that will change the way you think about your business and personal finances. We look forward to your call. 336-907-7133
Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. More info at www.securitynational.com. The design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. For example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. Security National Life Insurance Company in turn invests its assets in high quality mortgage loans. Thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. Our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.
Partners for the Common Good (PCG) is a thought and innovation leader within the Community Development Financial Institution (CDFI) industry. Founded in 2000, PCG’s mission is to promote economic justice for low income people and communities. We do this by partnering with CDFIs and socially motivated investors across the nation to serve borrowers that promote affordable housing, neighborhood revitalization, and healthy communities. PCG's work includes: Loan Participation Network: As a participation lender, PCG helps CDFIs maximize the use of scarce lending capital by promoting collaboration with other CDFIs. PCG has partnered with nearly 40 CDFIs across the United States and originated $60 million in participation transactions. Through its strong network of lending partners, it has reached borrowers in 33 states and the District of Columbia. CapNexus: PCG is also leading the community development finance industry into the digital sector with the launch of its groundbreaking CapNexus platform (www.capnexus.org). CapNexus connects community development practitioners to capital, investment opportunities, information, and resources. Public Policy and Community Development Bankers Association (CDBA): PCG is a leader in the public policy arena. We also serve as the administrator of the Community Development Bankers Association (www.cdbanks.org), the national trade association of the community development bank sector. PCG staff provide advocacy, technical assistance, and information sharing on best practices that enhances the capacity of CDFI banks. Social Impact Assessment: We are also a leader in social impact assessment. PCG develops and shares impact assessment tools and methodologies so CDFIs can better understand the effect of our lending and financial services activities and tell our stories. PCG has received a "AAA" rating from Aeris, signifying clear alignment of mission, strategies, activities, and data that guides its programs and planning.
We are Impact Partnership, a financial marketing organization helping independent financial advisors and insurance agents grow their practices and make a difference in their communities. Based in Atlanta, we serve an ever-growing network of financial professionals nationwide. One of our most powerful assets is our team. From our award-winning marketing team to our stellar operations department, we’re ready to step up and help you dramatically transform your practice. At Impact, we value humility, excellence, growth, integrity, fun, and positivity above all else. It is these values that got us named one of Inc. 5000’s Fastest-Growing Businesses in 2015 and one of the Atlanta Journal-Constitution’s Best Places to Work in 2019. We are on a mission to revolutionize the financial services industry for the better, so more Americans can enjoy a happy retirement. Follow us on social: Facebook: The Impact Partnership Twitter: @Impact_Partner Instagram: @theimpactpartnership
GreenMet is focused on developing the infrastructure for sustainable, reliable and secure supply chains of Rare Earth Metals and Minerals to meet North American energy and technology needs. This includes the production of rare earth minerals and metals, including the production of key magnets, battery material and green steel.
Direct Lenders, LLC is the best full-service mortgage lender.
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The North American Development Bank (NADB) is a binational financial institution capitalized and governed equally by the United States and Mexico for the purpose of financing environmental infrastructure necessary for a clean and healthy environment for residents along the border. On November 10, 2017, the merger of NADB and the Border Environment Cooperation Commission (BECC) was completed by amendments to the Charter. While the environmental mandate and geographic jurisdiction of the merged institution remain unchanged, the integration of the functions of BECC into NADB strengthens its ability to carry out its mission.
United Fidelity Funding, Corp. (UFF) is a leading wholesale mortgage lender specializing in FHA, USDA, VA and Conventional loan products. The Company was founded on the basic premise to provide exceptional rates and niche product options to help our clients continually grow their consumer base and maintain a competitive edge over the competition; while streamlining the workflow process utilizing enhanced forms of communication and paperless submission processes for superior turn-times and loan execution. Why United Fidelity Funding? Recognized as Top 25 Tech Savvy Lenders in the country~2009, 2011 & 2012 Internal appraisal management system Paperless loan submission process UFF will prepare initial disclosures to keep you compliant and save you time Options to traditional private mortgage insurance available No-cost FHA automated underwriting findings Superior turn-times, i.e. 10 business days to file closing Exceptionally competitive rates with niche products to meet all loan needs Over 40 years of combined lending experience for first-class service execution NMLS ID # 34381 Offices in Kansas City, MO and Irvine, CA.
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World Financial Group (WFG) is an AEGON Company dedicated to helping individuals’ and families’ financial needs. Our mission, to help build and protect wealth for those from all walks of life, extends to you so you don’t have to go it alone. Your WFG associate will walk alongside you in your journey to financial success; first by assessing your financial situation and then by creating a product unique to you. No matter what your goals, it’s key to build a strong monetary base that will work for you and build capital. Your better tomorrow can begin today.
THE NEW STANDARD IN PAYMENT PROCESSING Redstone Payment Solutions offers the full spectrum of merchant electronic payment services with the most sophisticated technology in the payment industry. We are a privately held company specialized in providing merchant services to business across the Unites States. Redstone is headquartered in Houston Texas giving a local feel to merchants everywhere. We are committed to meeting your needs with superior resources to help your business grow and be successful. Here at RPS we pride ourselves on serving our customers with the highest level of Honesty, Integrity, and Professionalism. RPS offers a long list of payment processing services giving our merchants a variety of options for their customers. We specialize in Credit and Debit Card Processing, Check Services, Gift and Loyalty, Fleet Management, EBT, JCB, Online Payment Services, and Mobile Processing for those merchants on the go. We also have an in house merchant cash advance program - Redstone Funding. If your business needs capital to help grow, buy inventory, advertise, update old equipment, etc., we will help.
MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. Since our founding in 2008, we have been working with management teams and private equity sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. As of December 2020, MidCap Financial manages or services over $29.8 billion of commitment, of which $5.0 billion is managed by our registered investment advisor MidCap Financial Services Capital Management LLC. MidCap Financial refers to MidCap FinCo Designated Activity Company, a designated activity company limited by shares incorporated under the laws of Ireland, and its subsidiaries, including MidCap Financial Trust. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, Inc. MidCap Financial Services, LLC provides sourcing, due diligence and portfolio management services to MidCap Financial. Loans made or arranged pursuant to a California Finance Lenders Law license.
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 8,500 plan sponsors with more than $8.5 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.
Our Vision: To be recognized as The Premier Insurance and Financial Services Provider in the Westplex. We will continue to provide Customer First Service by assessing our customers' objectives and offering a one-stop shop for all of their needs. We are committed to aggressive growth through a combination of strategic alliances and new products that will allow us to better serve and expand our existing client base.
We are a full service financial advisory firm located in Houston, Texas. We approach every client situation with education and specialize in strategies to reduce the impact of taxes on their financial plans. Let’s build a strong, and efficient financial future - together.
TriumphPay is the payments network for freight brokers, factors, shippers and carriers in the US trucking industry. Its forward-thinking solutions help each party successfully process, settle and manage carrier payments and drive growth. TriumphPay offers supply chain finance to brokers, allowing them to pay their carriers faster and drive carrier loyalty. TriumphPay provides tools and services to increase automation, mitigate fraud, create back-office efficiency and improve the payment experience.
Growing businesses often reach a point where they need professional financial advice but cannot justify the cost of hiring a full-time accounting staff or high-level Controller or CFO. By outsourcing these services, you receive the experience and expertise of financial professionals without the in-house cost—salary, benefits, and bonuses—of full-time staff. As your company evolves, so will your internal accounting structure. Our services include complete accounting and finance solutions for your organization and can be customized into either part-time accounting outsourcing or full-time project work. You can count on Badger CPA for consistency and reliability to meet your unique financial requirements.
