INVESTMENT MARKETPLACE
MARKET SEGMENTS
We specialize in the following areas on a nationwide basis:
MUTUAL FUNDS
Broker Dealer, Bank, Retirement Distribution
- Executive Level
- Senior Management
- Sales Management
- Wholesalers
- Portfolio Managers / Analysts
- Marketing Communications
- Operations
ANNUITIES & INSURANCE
Broker Dealer, Bank, Retirement Distribution
- Executive Level
- Senior Management
- Sales Management
- Wholesalers
- Portfolio Managers / Analysts
- Marketing Communications
- Operations
BANKING & TRUST
- Executive Level
- Senior Management
- National, Regional and District, Branch Management
- Trust officers
- Marketing Managers
BROKER DEALER / RIA
Wirehouse, Regional, Independent, Bank
- Executive Level
- Senior Management
- Wholesalers
- Branch Managers
- Sales Managers
- Trainers
- Stockbrokers
- Operations
INVESTMENT MANAGEMENT
Institutional and Separate Account, SMA, 401(k)
- Executive Level
- Senior Management
- Sales Management
- Sales / Distribution
- Portfolio Managers / Analysts
- Marketing Communications
- Operations
ALTERNATIVE INVESTMENT
Hedge Funds, REITs, Equipment Leasing, Oil and Gas, Managed Futures
- Executive Level
- Senior Management
- Wholesalers
- Branch Managers
- Sales Managers
- Trainers
- Stockbrokers
- Operations