Virginia529 College Savings Plan
Phone: (804) 225-2486
VA529 offers four tax-advantaged 529 college savings options that allow advisers and their clients to build a unique college savings strategy.
Phone: (904) 279-7169
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
Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial advisor coaching and practice management company.
Phone: (705) 324-8001 / 1 (800) 364-1293
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.
Phone: (203) 810-1000
FactSet helps investment professionals outperform. Stay head of market trends, monitor performance, and market your services with desktop analytics and mobile applications.
Markel Cambridge Alliance
Exchange Traded Funds
Merk Investments LLC
Phone: (866) MERK FUNDS
The Merk Funds provide investors opportunities for portfolio diversification through transparent no-load currency mutual funds that do not typically employ leverage.
Phone: (877) 699-9928
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.
Phone: (800) 275-5101
OneAmerica, through its State Life subsidiary, offers asset-based long-term care solutions using life insurance and fixed deferred annuities.
Trust Builders, Inc.
Phone: (503) 831-1111
The Retirement Analysis Kit (TRAK) is financial planning software specifically focused on efficient and effective retirement planning.
Cook & Bynum Capital Management, LLC
Phone: (205) 623-1432
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
Phone: (212) 257-8000
AdviceIQ, a digital branding platform, gives advisors daily exposure to local investors in multiple popular websites. AdviceIQ Certification, reprints and archive included.
Advisor Software, Inc.
Phone: (925) 444-1334
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
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.
BOK Financial Advisor Trust Services
Phone: (888) 957-6678
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.