Ameriprise Financial has more than 110 years of history helping clients plan for retirement. Whave more than 2.8 million individual, business and institutional clients, and more than $446 billion in owned, managed and administered assets as of Dec. 31, 2006. We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.
Contact: Joe Mitchell
317.853.1100 x 311
Contact: Jason Andrews
CICF serves as your trusted philanthropic advisor, helping you facilitate all forms of charitable giving and adding value to your clients' relationships. CICF is your "one stop shop" for information and expertise on meaningful ways to invest and distribute charitable contributions.
Contact: Rob MacPherson
317.634.2423 x 509
Contact: Mary Stanley
317.634.2423 x 319
Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal.
Contact: Bryan Yelvington
Stonegate Mortgage Corporation is one of the largest and fastest growing independently-owned mortgage lenders and servicers in the U.S. Backed by Long Ridge Equity Partners, a New York based private investment firm, Stonegate originates, acquires and retains mortgage servicing rights through a network of retail branches and approved third party originators. With the most recent purchase of NattyMac, a warehouse lender from Guggenheim Partners, Stonegate has created an integrated warehouse and loan sale solution for its clients to ensure that independent mortgage bankers have access to warehouse financing, liquidity for their agency loans and a mortgage servicer with an intense focus on delivering a superior customer experience.
Contact: Lynne Coverdale
Waypoint Residential is a vertically integrated real estate investment manager specializing in rental apartment properties. Waypoint provides investors access to institutional grade, direct investments on a recurring basis. Opportunities are presented on a deal-by-deal basis (rather than a blind pool fund model) which offers investors the ability to customize their own diversified, income-producing, tax-efficient real estate portfolio. Waypoint’s disciplined investment approach, institutional-quality reporting and comprehensive underwriting provide investors with a fully transparent real estate portfolio.
Contact: Todd Patterson