| Taylor_Young_Investment_Management Provides investment services for individuals, charities and institutions. |
| Terry_McDaniel_and_Company Provides investment counseling and portfolio management services. |
| UBG_Financial_Corporation Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies. |
| Ultimus_Fund_Solutions Provides management services to small to medium-sized mutual fund groups. |
| United_Bankers Provides global advisory, execution and custodian service. |
| Venfin_Limited A technology investment holding company that mainly concentrated on investing in telecommunications and information technology. |
| Watt_Carmichael Serves its personal and institutional clients with a full range of private wealth management financial and advisory services. |
| Wellington_Management_Company Provides a comprehensive range investment services to public and private institutions. |
| YHB_Retirement_Services Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees. |
| Zero_Alpha_Group Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing. |
| Topix_net__Investment_Services News about the investment services industry, collected from various sources on the web. [RSS] |
| Advance_Funding Purchases structured settlements, military pensions, and mortgage and business notes. |
| American_Cash_Flow_Corporation Support for the cash flow industry. |
| American_Funding_Group Nationwide note buyer purchases payments from residential and commercial mortgages, trust deeds, land contracts and leases. |
| American_Group_Funding,_Inc_ Purchases real estate contracts, owner-financed mortgage notes, and structured settlements. Services most states. |
| Barkley_Tower_Capital,_LLC Buys cellular tower ground leases. |
| BestNoteQuote_Com ACB, LLC, U.S. nationwide purchaser of private mortgages, business notes, structured settlements and annuities. Located in Oregon. |
| BPP_Funding_Services Cash flow management advice, daily tips and detailed descriptions of methods of tapping into a variety of income streams. |
| Capital_Funding_of_America,_Inc_ Funding source for business notes, annuities, structured settlements, and other assets having a cash flow. Also providing commercial real estate mortgages and development loans. Located in Illinois, |
| Cascade_Capital Purchases mortgage notes, structured settlements, lottery winnings, and other cash flows. |
| Charter_Financial Purchaser of structured court settlements, lottery winnings, annuities, casino winnings, seller financed business notes, and privately held mortgages. |
| Classic_Investment_Opportunities Buyer of owner financed notes and most debt instruments. |
| Colonial_Funding_Group,_LLC Nationwide buyer of real estate notes, trust deeds, mortgages and other receivables. |
| Combs_Properties Purchases mortgage notes and other cash flows. |
| Creative_Finance_and_Investments,_LLC Purchases deeds, notes, annuities and other contracted cash flows. |
| Creative_Funding_Solutions Brokers cash flows such as real estate notes, accounts receivables and structured settlements. Offers additional financing services. |
| Direct_Funding_Source Programs include accounts receivable factoring, real estate and business note purchasing, project funding and loans. |
| Diversified_Alliance_Funding Brokers for multiple income streams. Site includes service information and forms. |
| Diversified_Funding_Source_(DFS) Specializes in facilitating the purchase of privately held commercial and residential real estate notes, and the funding of business receivables. Arizona based company offers services nationwide. |
| Diversified_Investment_Services,_Inc_ Direct purchaser of mortgage notes, annuities, structured settlements and lottery winnings. Features include instant quotes, land developer services, real estate professional services and referral se |
| DRW_Investment_Corp_ Purchases mortgage notes, trust deeds, lottery winnings and structured settlements. |
| Eagle_Ridge_Capital Purchaser of structured settlements, real estate notes and accounts receivables. Based in New York, services offerred nationally. |
| Edward_J__Adams Purchases, sells and brokers mortgage notes and other debt Instruments. |
| Ehlers_Funding_&_Associates Broker of various income streams including residential and commercial real estate notes, receivables, structured settlements and lottery winnings. |
| Federal_Settlement_Group Purchases structured settlements, lottery winnings, and mortgage notes. |
| First_Capital_Funding Nationwide buyer of income streams, structured settlements, real estate notes, and accounts receivable. Also offers equipment leasing. Located in Florida. |
| F_S__Gerard Brokers for mortgage notes, trust deeds, lottery winnings, and structured settlements. |
| Giro-Nil Egyptian Company for Automated Bill Processing Systems, is an Egyptian joint venture founded by Banque MISR, Egypt Post, CIB and Inclusion Group. Giro-Nil aims to be the most efficient state-of-the-ar |
| HDMInc_ Investor and broker for structured settlements, viatical and senior settlements, annuities, lottery & casino winnings and real estate notes. |
| Heir_Advance_Company Advances cash to heirs of inheritances prior to the close of probate. |
capabilities
• 6/30Investment Review - Second Quarter 2008
• 6/17Rockefeller & Co. and SG Private Banking Announce Global Alliance. SG Private Banking purchases equity stake in Rockefeller Financial Services.
• 4/29Recent Advertisement as appeared in the Wall Street Journal
• 3/30Investment Review - First Quarter 2008
• 3/14Market Commentary Update
• 1/23Market Commentary Update
Wealth Management in a Global Economy
December 2, 2008, New York, NY
An exclusive forum for ultra high net worth individuals and their advisors. Hear from industry leaders and experts, including keynote speakerSteve Forbes.
