529 Plans
Virginia529 College Savings Plan
Phone: (804) 225-2486
E-mail: KMeissgeier@virginia529.com
Web: www.virginia529.com
VA529 offers four tax-advantaged 529 college savings options that allow advisers and their clients to build a unique college savings strategy.
Bank Products
EverBank
Phone: (904) 279-7169
Email: david.conover@everbank.com
Web: www.everbank.com
Provider of Banking, Lending and Investment Management products and services through independent investment professionals and direct to consumer.
Coaching and Consulting Firm
Peak Advisor Alliance
Phone: (800) 514-9116
Web: www.peakadvisoralliance.com
Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial advisor coaching and practice management company.
Compliance
PlanPlus Inc.
Phone: (705) 324-8001 / 1 (800) 364-1293
Email: info@planplus.com
Web: http://www.planplus.com
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.
Data Provider
FactSet
Phone: (203) 810-1000
Email: sales@factset.com
Web: www.factset.com
FactSet helps investment professionals outperform. Stay head of market trends, monitor performance, and market your services with desktop analytics and mobile applications.
E&O Insurance
Markel Cambridge Alliance
Phone: (800) 691-1515
Email: gseveringhaus@markelcorp.com
Web: www.markelcambridge.com
Errors and Omission Insurance for Registered Investment Advisors and Investment Advisory Representatives.
Exchange Traded Funds
Merk Investments LLC
Phone: (866) MERK FUNDS
E-mail: www.merfunds.com/about-us/contact-us/form/
Web: www.merkfunds.com
The Merk Funds provide investors opportunities for portfolio diversification through transparent no-load currency mutual funds that do not typically employ leverage.
Financial Planning
Zywave
Phone: (877) 699-9928
Email: marketing@zywave.com
Web: www.zywave.com
Zywave delivers innovative technology solutions for financial services firms around the world to enhance client service, improve efficiencies and achieve organic growth. Strategic Zywave solutions drive performance from basic point-of-sale planning to detailed complx analysis.
Long-term Care
State Life/OneAmerica
Phone: (800) 275-5101
Email: caresolutions@oneamerica.com
Web: www.assetbasedltc.com
OneAmerica, through its State Life subsidiary, offers asset-based long-term care solutions using life insurance and fixed deferred annuities.
Participant/Client Education
Trust Builders, Inc.
Phone: (503) 831-1111
Email: support@AskTRAK.com
Web: www.AskTRAK.com
The Retirement Analysis Kit (TRAK) is financial planning software specifically focused on efficient and effective retirement planning.
Private Partnerships
Cook & Bynum Capital Management, LLC
Phone: (205) 623-1432
Web: www.cookandbynum.com
Cook & Bynum capital Management is an investment firm with a value investing philosophy that manages assets for both mutual fund and private clients.
Public Relations/Digital Branding
AdviceIQ
Phone: (212) 257-8000
Email: pmonell@adviceiq.com
Web: www.adviceiq.com
AdviceIQ, a digital branding platform, gives advisors daily exposure to local investors in multiple popular websites. AdviceIQ Certification, reprints and archive included.
Software
Advisor Software, Inc.
Phone: (925) 444-1334
Email: asi_sales@advisorsoftware.com
Web: www.advisorsoftware.com
Advisor Software, Inc (ASI) is a leading provider of advice solutions for the advisor market. ASI has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines instutional-caliber analytics and a balance sheet approach to financial planning.
Interactive Advisory Sofware, Inc.
Phone: (770) 951-2929
Email: iassales@iassoftware.com
Web: www.iassoftware.com
IAS is the leading provider of SaaS applications to the RIA marketplace and has an integrated web-based software application enabling financial advisors to fully automate their back office operations.
Trust Company
BOK Financial Advisor Trust Services
Phone: (888) 957-6678
Email: rhueser@bokf.com
Web: www.bokfinancial.com/trust
BOK Financial Corporation is a $26 million regional financial services company based in Tulsa, Oklahoma. Advisor Trust Services are offered through our national bank affiliate, BOKF, NA, with ability to work nationwide with more than 125 trust officers and provide unsurpassed personalized advisor friendly trust services.
