Fixed Income

Abacus Life

Abacus Life is a direct investor in life insurance policies through the option of life settlements. A life settlement offers a financial solution to seniors that seek liquidity through their life insurance asset, rather than letting it lapse or surrender back to the carrier for lesser value.

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Allianz Life Insurance

Allianz Life Insurance Company of North America (Allianz) commits dedicated resources and invests in helping independent advisors integrate risk management solutions, including annuities, as part of a comprehensive wealth management practice.

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AltGate

AltGate is an alternative marketplace platform catered to institutional investors, family offices, and RIAs. We curate a wide range of information relating to global investment opportunities for our network to review and explore directly through our platform. We specialize in providing access to information concerning private funds as well as direct & co-investment opportunities.

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Axos Clearing

Axos Clearing is a full-service clearing firm serving Independent Broker-Dealers and registered investment advisors. For more than 20 years we’ve been providing flexible clearing and custody solutions focused on empowering our correspondents to grow their businesses.

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Hilltop Securities

Hilltop Securities is a full-service municipal investment bank and wealth advisory firm providing a full suite of financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Our primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending.

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Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

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Gladstone Securities

Gladstone Securities provides preferred stock opportunities for farmland, commercial real estate and debt alternative investments. We specialize in capital raising and strategic advisory services for affiliated funds of Gladstone Management, a $4B alternative asset manager.

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Life Investors Management Company

Life Investors Management Company is an investment firm located in Southlake, Texas that specializes in offering accredited investors access to alternative, uncorrelated assets called Life Settlements.

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Lighthouse Life

Lighthouse Life Solutions works with financial professionals - including insurance agents, financial advisors, accountants, and others - who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies.

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Mountain V Oil & Gas

Mountain V is a leading conventional oil and gas producer. From humble beginnings in the mountains of West Virginia, Mountain V has expanded its footprint into seven states and currently operates over 3,100 conventional and unconventional wells. With a focus on exploration and production, leveraging cutting-edge technologies and a commitment to excellence, we are dedicated to meeting the goal of achieving energy independence responsibly.

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Varium Investment Partners

With a combined 150+ years of investment management experience and a unique partnership model, we're an "in-sourced" CIO solution for Independent Registered Investment Advisors.

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Voya Investment Management

Voya Investment Management is the asset management business of Voya Financial (NYSE: VOYA), overseeing $319 billion* in assets for institutions, financial intermediaries and individual investors. Voya is one of the 50 largest asset managers globally.**

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WhiteHawk Energy, LLC

WhiteHawk is focused on acquiring mineral and royalty interests in top tier U.S. natural gas basins, currently managing interests across 850,000 gross unit acres and over 2,700 producing wells. WhiteHawk’s primary objective is to provide shareholders an attractive return through an attractive monthly dividend and long-term capital appreciation supported by long-term favorable macro dynamics.

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Yrefy

Yrefy is a financial company specializing in refinancing delinquent and defaulted private student loans. Established in 2017, Yrefy aims to assist borrowers burdened by distressed private student loan debt, offering them a pathway to regain financial stability.

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