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Award-Winning Financial Planner Partners with Annapolis-Based Private Wealth Asset Management Firm to Create Hopkins Investment Management

An award-winning international financial planner and money manager is making his financial planning services available in America by co-founding Hopkins Investment Management in Annapolis. - May 30, 2009 - Hopkins Investment Management

First Investors Corporation - First Investors Life Rolls Out Updated Term Life Insurance

The updated First Investors Life Level Term product offers new features and benefits. A new underwriting category, Preferred Plus, has been added, which gives the most insurable candidates the opportunity to benefit from First Investors Life’s best term premium rates. - May 28, 2009 - First Investors Media

First Investors Corporation: First Investors National Tax Exempt Funds Are Reviewed in Kiplinger’s Personal Finance Magazine

The First Investors Insured Tax Exempt Fund II (EIITX) and the First Investors Insured Tax Exempt Fund (FITAX) and were ranked first and fifth, respectively, in the long-term municipal bond fund category in the May issue of Kiplinger’s Personal Finance magazine. - May 20, 2009 - First Investors Media

The Tax Lien Lady Goes to Thailand

The first Youth World Championship to be held in Chiang Mai, Thailand next week. Not only did Peter Musa earn a spot on the team, thanks to his ranking, his mother Joanne Musa was chosen as the head coach for the men’s team. - May 17, 2009 - TaxLienLady.com

First Investors Offices Across the Country Are Hiring Financial Services Representatives

First Investors Corporation is looking for smart, highly motivated individuals to join its team. Recent college graduates are especially encouraged to apply. A background in business or finance is not required to apply for the position of First Investors Financial Services Representative. - May 13, 2009 - First Investors Media

Tax Lien Lady Report - Is John Beck Free & Clear of the Truth?

Tax Lien Investing Expert, Joanne Musa of Tax Lien Consulting and TaxLienLady.com just released a special report in response to Inside Editions story on John Beck’s “Free & Clear Real Estate System.” The report, Is John Beck Free & Clear of the Truth, is available to read... - May 10, 2009 - TaxLienLady.com

J. Scott McKee Receives National Recognition for His Exceptional Work

J. Scott McKee, a long-time Eugene Financial Advisor has been named to Berthel Fisher & Company Financial Services, Inc. prestigious Chairman’s Council. This status was given to only 11 Berthel Fisher advisors based on their 2008 accomplishments. McKee was recognized for his exceptional... - May 09, 2009 - Quality Financial Group, Inc

Free Webinar on Investing in Tax liens Using a Self-Directed IRA

Joanne Musa of TaxLienLady.com will be doing a free webinar training entitled "Grow Your Wealth with Tax Lien Investing!" with David Griffiths and Jeanette Arnholt of Equity Trust Company. - May 09, 2009 - TaxLienLady.com

First Investors Life Introduces FIRST ADVANTAGE, a New Fixed Deferred Annuity

The FIRST ADVANTAGE annuity from First Investors Life is designed for those who want both growth and safety for their retirement savings, as well as the opportunity to establish a safety net of guaranteed1 retirement income. - May 06, 2009 - First Investors Media

CTA Genuine Trading Solutions and Environmental Consulting Firm Calvin Consulting Announce Strategic Partnership Agreement

Strategic Partnership Agreement Between CTA Firm Genuine Trading Solutions And Leading Environmental Consulting Company, Calvin Consulting Group Ltd. - May 05, 2009 - Genuine Trading Solutions

First Investors Announces New Subadviser

First Investors is pleased to announce that Muzinich & Co., Inc. (“Muzinich”) is now serving as the investment subadviser of the First Investors Fund For Income and the First Investors Life Series High Yield Fund. - April 29, 2009 - First Investors Media

First Investors Opens New Salt Lake City Office

First Investors has opened a new office in Sandy, Utah, a suburb of Salt Lake City. Heading up the new office is Division Manager Travis Johanson. - April 22, 2009 - First Investors Media

Utah Investment Advisor Steers Clear of 2008 Market Crash

Dennis Slothower, Chief Investment Officer of Alpine Capital Management and Editor of the On The Money and Stealth Stocks investment newsletters, was among a select few investment advisors who successfully navigated his clients and readers through the tumultuous 2008 stock market collapse. A year... - April 21, 2009 - Alpine Capital Management, llc

Cheyne Capital Appoints Chris Goekjian as Chief Investment Officer

Cheyne Capital Management (UK) LLP is pleased to announce the appointment of Chris Goekjian as partner and Chief Investment Officer ("CIO"). - April 17, 2009 - Cheyne capital

First Investors Insights - Spring 2009 Issue is Now Available

First Investors just released the Spring 2009 issue of First Investors Insights. First Investors Insights is a semi-annual newsletter that is mailed with clients’ account statements. It is also available on www.firstinvestors.com under the header, “Information Center.” The... - April 15, 2009 - First Investors Media

Tax Tips for IRA Contributions

With the tax deadline looming, W. Landon Watts, wealth strategist for Banyan Rock & Talent advises that there is still time to make donations to individual retirement accounts that may be able to reduce taxable income for 2008. - April 12, 2009 - Banyan Rock & Talent

First Investors Lexington Office - Frank Patton Promoted to Division Manager

First Investors is pleased to announce the promotion of Frank Patton to the position of Division Manager of the Lexington, Kentucky sales office. The promotion took effect February 2, 2009. A graduate of Western Kentucky University, Frank Patton has been with First Investors since 2001, when he... - April 08, 2009 - First Investors Media

CTA Firm Genuine Trading Solutions And Karbone Announce Strategic Partnership Agreement

Strategic Partnership Agreement Between CTA Firm Genuine Trading Solutions and Leading Environmental Credit Brokerage and Climate Change Consulting Firm Karbone. - April 07, 2009 - Genuine Trading Solutions

First Investors Special Situations Fund is Top-Ten in Wall Street Journal Rankings

The First Investors Special Situations Fund (FISSX) was ranked eighth in the Small-Cap Value category by The Wall Street Journal. The Wall Street Journal ranked the top-performing funds in 16 different categories, ranked by year-to-date total returns as of February 27, 2009. Total return was... - April 01, 2009 - First Investors Media

First Investors Encourages Investors to Plant the Seeds for Their Financial Futures

First Investors believes the fundamentals of saving and investing are not unlike those of gardening. If an investor wants his or her portfolio to have the potential to grow and bear fruit in the future, he or she needs to plant the seeds today. - March 25, 2009 - First Investors Media

First Investors Chairman’s Council - Patrick Sciarra Seeks to Reclaim Top Spot

Although he has several weeks left until the final tally on April 24, Patrick Sciarra looks strong in the First Investors’ performance rankings for 2008-09. - March 18, 2009 - First Investors Media

Cheyne Capital Announces New Appointments

Cheyne Capital announced the appointments of Stephen Best and Nicolas Vocs as key positions. - March 13, 2009 - Cheyne capital

Gift Giving Can Help Family and Friends Now, Save on Taxes Later

With many people reeling from the recent financial turmoil of the last 12 months, tax-free gift giving offers a way for individuals to provide immediate and longer-term financial stability of friends and family. - March 12, 2009 - Banyan Rock & Talent

First Investors Encourages Clients to Contribute to Their IRAs

Income tax returns are due shortly, but many investors may still have a chance to take one more deduction. - March 11, 2009 - First Investors Media

First Investors Included in Barron’s Annual Fund Ranking Survey

First Investors placed 14th out of the 59 fund families in Barron’s annual fund ranking survey for 2009. Published in conjunction with Lipper, the survey is based on 2008’s results. As in the past, Barron’s has segmented the universe of funds into five categories: U.S. Equity (48. - March 04, 2009 - First Investors Media

Angel Investors Take Control of the Economic Stimulus Plan to Create Jobs

Investors from New York to Miami are making plans to attend the second annual Southeast Private Equity Conference (SPEC) April 14th and 15th in Atlanta, Georgia. Over 120 private angel investors, venture capital firms and fund managers will attend SPEC 2009 to meet the hottest emerging growth companies to see their presentations and make strategic investments that will lead to new innovations in the market and job creation. - February 25, 2009 - Kugarand Capital Holdings, LLC

First Investors - Leaders to Gather at the 2009 Managers’ Conference

The 2009 First Investors Managers’ Conference will take place March 4 – 5, 2009 at the Sheraton Hotel Raritan Center in Edison, New Jersey. - February 25, 2009 - First Investors Media

Grace Realty Group Finishes Shopping Center Buildout

Grace Realty Group, Inc. of Fort Lauderdale, Florida recently completed the buildout construction for new tenants to occupy space in their Chipola River property located in Marianna, Florida. They subdivided 13,250 and 3,800 square feet of space for tenants, totaling 17,050 square feet of newly... - February 21, 2009 - Grace Realty Group Inc

First Investors Top Performer Greg Steinmetz Seeks to Repeat

Although the qualifying period doesn’t end until April 24, 2009, Greg Steinmetz is in the running to be First Investors’ top performer for 2008-09. Greg has had an exceptional career with First Investors Corporation. - February 21, 2009 - First Investors Media

Grispeth Holdings Launches Boutique Investment Advisory Suite for Emerging Markets

Services connect private equity investors to hyper-growth markets; provide access to financing for companies overseas. - February 14, 2009 - Grispeth

First Investors - Spirit of Valentines Day

In the spirit of Valentine’s Day, First Investors is reaching out to those without life insurance and those whose current coverage is insufficient. In communities nationwide, First Investors representatives are sitting down with clients and helping them insure their love through life insurance. - February 11, 2009 - First Investors Media

Retirees Catch a Break from Congress

Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009 - Banyan Rock & Talent

Launch Of CO2 Carbon Emissions Trading Announced by CTA Firm, Genuine Trading Solutions

Carbon Emissions CO2 Trading Launched by CTA Firm Genuine Trading Solutions. - January 20, 2009 - Genuine Trading Solutions

LJL Funding Announces Two-Year Annualized Yield of 10.06%

LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a two-year annualized return of 10.06% as of December 31, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - January 16, 2009 - LJL Funding, LLC

Viridian, Ltd Opens Regional Development Offices in the Florida Panhandle and Newport Beach, California

Viridian, Ltd intensifies already successful expansion into regional markets. - January 04, 2009 - Viridian, Ltd.

PCI/Gazelles High Growth Index Reports 8% Loss for November

Index decline seen for second consecutive period while the overall YTD performance remains healthy. - January 02, 2009 - Private Company Index

November Entrex Private Company Index Data Reflects Unseasonal Decline in Overall Sector Revenues While Maintaining YTD Growth

PCI drops 7 percent this period but still shows a 23 percent growth in overall aggregate revenues for 2008. - January 02, 2009 - Private Company Index

LJL Funding Announces November 2008 Investor Distribution of 10.53%

LJL Funding, the manager of the LJL Secured High Yield Income Fund, announces a 10.53% annualized return as of November 30, 2008. The Fund provides secure, high yield returns through the use of a high equity position trust deed mortgage fund. - December 18, 2008 - LJL Funding, LLC

Cheyne Capital Wins Three Major Credit Awards

Cheyne Capital, a leading alternative asset manager, won three major awards for its credit fund business at the Creditflux industry awards in London. - December 17, 2008 - Cheyne capital

Top Growth Mid-Market Private Firms Announced for Q3 2008

Ten North American private companies cited for quarter over quarter growth. - December 13, 2008 - Private Company Index

Texas Energy Group Austin TX (TEG) Announces New Partnership and IRA Investment Opportunity

Texas Energy Group, LLC has been approved by Equity Trust Company as an authorized Oil & Gas Investment Company for Self-Directed IRAs. This new partnership allows investors to use their IRA as a means for investing in the oil & gas industry. - November 21, 2008 - Texas Energy Group, LLC

Browndorf Longevity Linked Hedge Fund

Browndorf’s longevity linked hedge fund provides stable and attractive returns. It provides solutions for different types of investors by allowing them to opportunistically diversify into areas that have reduced risk and greater possibility for strong returns. - October 31, 2008 - Browndorf pem, LLC

Equity Capital Funding Seeks Private Investor Capital for Commercial Real Estate Investment

ECF structures low-risk investments for high net worth clients which (1) Protect Invested Capital and (2) Generate Great upside Yield in selected, economically vibrant Metropolitan Statistical Areas (MSA). The $100 million cash injection will allow the firm to aggressively expand its acquisition efforts. - October 29, 2008 - Equity Capital Funding LP

Tips from Browndorf PEM for Successful Investment Banking

Browndorf PEM is a full-service private equity management firm providing a complete suite of financial management and growth products. Browndorf, a company led by Matthew Browndorf, Esq., offers Wealth Advisory Services, proprietary private equity and hedge fund management services and independent... - October 29, 2008 - Browndorf pem, LLC

Careers at Browndorf PEM LLC

Browndorf seeks Senior Wealth Advisors for its growing wealth advisory division. The position demands entrepreneurial thinkers to build and manage their businesses. - October 29, 2008 - Browndorf pem, LLC

Agathe Capital Partners LLP

Agathe Capital Partners LLP has been set up to provide structuring, advisory and portfolio management capabilities across a range of asset classes. - October 08, 2008 - Agathe Capital Partners LLP

FIVE STAR: 2008 Best in Client Satisfaction Wealth Managers (Sm) Announced - Joe Rollins of Rollins Financial Counseling Receives Award

Joseph (Joe) R. Rollins has been named as a 2008 FIVE STAR Best in Client Satisfaction Wealth Manager. The individuals who receive this award are selected based on a rigorous research process and represent less than 3% of Wealth Managers in the Atlanta area. - October 03, 2008 - Rollins Financial Counseling, Inc.

Recent Headlines Within Investment Funds

Recent Headlines
Within Investment Funds