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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.
Ideas4investing Launches New Web Site
Ideas4investing portfolio is now available online. - September 18, 2008 - Ideas4investing
National Fifty Financial, LLC Expands Commercial Mortgage Lending Offices Into the Mid-Atlantic
National Fifty has begun its campaign to bring commercial mortgage lending syndication to the Queen City of Charlotte, North Carolina. - September 02, 2008 - National Fifty Financial, LLC
Flat Entrex PCI/Gazelles Index for June Shows Slowdown in High-Growth Company Revenue
June data for Index tracking revenue performance of high-growth private companies shows stagnation for second month in a row. - August 05, 2008 - Private Company Index
Finance the Dream Helps Atlanta Homeowner’s Command Top Dollar for Their Homes Despite Nationwide Housing Crisis
Atlanta is once again becoming a Seller’s market. By utilizing No Credit Qualifying Lease Options, homeowner’s are selling their homes quickly and for full market value. - July 25, 2008 - The Wealth Consortium
Highly Profitable Eco-Forestry Out-Performs More Traditional Investments, Returning 30% Last Year
Oxigen Investments offer eco-friendly investments in Teak and Agarwood which are proving to be lucrative investment vehicles for the individual investors they service. Established 5 years ago, Oxigen has an impressive client retention rate, with 24% of clients re-investing. And that client base is... - July 14, 2008 - Oxigen Investments
Patrick Boyce Continues Support for Campus Crusade For Christ
Highland Capital CFO Patrick Boyce continued his support this year for Campus Crusade For Christ by contributing to its high school ministry Student Venture. - July 09, 2008 - Highland Capital Management, L.P.
BBY Limited Wins International Business Awards
BBY Limited has won an International Stevie Business Award for Best New Financial Product with the Value and Momentum Monitor that has been achieving absolute returns of 24%. BBY was also a finalist in the Best Overall Corporation in Asia. - July 06, 2008 - BBY Limited
Private Company Index (PCI) Cites Westminster, Colo., Firm with Top Growth Award
EssentiaLink Soars to 157% Growth, Despite Economic Downturn - July 02, 2008 - Private Company Index
Growth of Private Companies Remains Stable in May, According to Entrex PCI/Gazelles Index
Entrex PCI/Gazelles Index for May over April shows a 1% decline, which analysts say is a normal leveling-off after the near 13% spike it saw April over March. - July 02, 2008 - Private Company Index
Atlanta Becoming the Hotbed of Real Estate Investing for National and International Investors & Securities Firms for local Atlanta Investment Firm, The Wealth Consortium
In recent months, Atlanta investment firm, The Wealth Consortium has seen considerable activity in its growing base of national and international real estate investors seeking new projects in the Atlanta market. - June 26, 2008 - The Wealth Consortium
Entrepreneurs Fight Back; Index of Private Company Revenue Presents Trends Contrary to Recession
The Entrex Private Company Index (PCI) saw a slight increase in revenues when assessing May over April. The index reflects that this portfolio of private companies are maintaining a three-year high reached in April. - June 24, 2008 - Private Company Index
Entrex Private Company Index (PCI) Recognizes Revelwood with Top Growth Award
New Jersey Firm, Revelwood, Soars to 120.6% Growth, Despite Economic Downturn. - June 19, 2008 - Private Company Index
Entrex Private Company Index Cites Ontario Firm with Top Growth Award
qdata Soars to 101.9% Growth, Despite Economic Downturn. - June 12, 2008 - Private Company Index
Entrex Private Company Index Cites Chicago Firm with Top Growth Award
Rising Medical Solutions Soars to 89.9% Growth, Despite Economic Downturn. - June 12, 2008 - Private Company Index
Entrex PCI Releases First Issue of “AlternativeMonthly;” Results Contrary to Economic Trends
Entrex Private Company Index releases "AlternativeMonthly" Report vol. 508 with sneak preview available online at www.privatecompanyindex.com. - June 11, 2008 - Private Company Index
Growth of Private Companies on PCI/Gazelles Index Outpace Traditional Wall Street Indicators in April
Private Company Index/Gazelles (sub) Index increased 12.8% in April, meaning that this group of private companies saw an overall average gross revenue increase of that amount from month-end March figures. - June 03, 2008 - Private Company Index
Index Reflects Private Companies Achieved Revenue Growth for the Second Consecutive Month
The Entrex PCI reports April 2008 results, reviews Index trends and discusses correlation to other economic indicators. - May 23, 2008 - Private Company Index
Q1 High Growth Companies Announced by the Private Company Index
The Entrex Private Company Index (PCI) reveals the five companies that topped their growth charts for Q1 2008. - May 17, 2008 - Private Company Index
Judy Calder Joins Millennium Trust as Vice President, Automatic Rollovers
Millennium Trust proudly announces that Judy Calder has joined Millennium Trust as Vice President, Automatic Rollovers. - May 15, 2008 - Millennium Trust Company
Sandy Spring Bank Launches Millennium Trust’s HSA Manager Program
On April 1, 2008, Sandy Spring Bank, headquartered in Olney, MD, launched HSA Manager, Millennium Trust Company’s Health Savings Account (HSA) solution for financial institutions. - May 15, 2008 - Millennium Trust Company
Adverse Bad Credit Loans: Monetary Assistance Irrespective of Consideration for Credit Record
Adverse Bad Credit Loans is a trustworthy online arranger of financial services. - May 05, 2008 - Student Loans UK
Wealth Builders FX Launches New Personal Trading Assistant Platform
With this new product, retail investors can now take advantage of the Foreign Exchange (FOREX) market, while limiting their time commitment and reducing the emotional stress of trading. - April 26, 2008 - Wealth Builders FX, LLC
Private Company Employment Data and CEO Sentiments Indicate Belt Tightening — But No Mortal Fear
Negative sentiment nearly quadrupled in Q4 (from prior periods) when CEOs reported their outlook for “next quarter’s business climate.” Private company CEOs also believe funding will be increasingly more difficult to obtain in 2008 per a dramatic increase in perception that financial resources, both capital and debt, will be tighter in the coming period. - April 12, 2008 - Private Company Index
Permavest Closes $63 Million Private Equity Funding
Permavest Investment (www.permavest.com) announces today that the final closing of a private equity fund-of-funds with a total of $63 million in capital commitments. Raised from high net worth clients spanning the Asia Pacific region, the private equity fund was created to provide clients access to... - April 05, 2008 - Permavest Investment
Index Reveals That Revenue Growth Rates of Historically High-Growth Companies Have Slowed
The Entrex PCI/Gazelles Index, a newly formed, 10 company, high-growth subset of the three year old Private Company Index (PCI) saw slowed growth this month -- as measured by monthly company revenues. - April 01, 2008 - Private Company Index
Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited
Michael Sterling is named co-chair of the Cary Chapter of Ducks Unlimited. He will be responsible for managing and coordinating fundraising events. - March 28, 2008 - Banyan Rock & Talent
Reserve Aid Announces Support from James Dondero of Highland Capital Management
Reserve Aid announced today that James Dondero, Managing Partner and President of Highland Capital Management, has been added to their list of financial contributors. Mr. James Dondero’s support for Reserve Aid is through an undisclosed monetary contribution. “Reserve Aid provides... - March 19, 2008 - Highland Capital Management, L.P.
Index of Private Company Revenues Takes First Dip in Eight Months
The Private Company Index (PCI) for month-end February 2008 reflects a 2.96% decline in revenue performance from this diverse portfolio of North American companies. Key capital markets indicators (Dow Jones Industrial Average, NASDAQ 100 and the S&P Small Cap 600) each ended the month down... - March 19, 2008 - Private Company Index
2008 PCI/Gazelles Recognized as Benchmark Group of Top Growth PCI Companies
The Private Company Index (PCI) announces the creation of the PCI/Gazelles, a 10 company subset of the PCI portfolio recognizing the top growth firms of 2007—as measured by the percent change in 2007 revenues over 2006. The PCI/Gazelles Index will be tracked monthly and plotted against the... - March 05, 2008 - Private Company Index
Local Wealth Strategist Achieves Certified Financial Planner Designation
Brant Spesshardt has completed financial planning and met the experience needed to use the certification marks CFP, Certified Financial Planner. - February 27, 2008 - Banyan Rock & Talent
Reggie Karas to Participate on SIFMA Panel
Reggie Karas, SVP Heath Savings Accounts, has been selected to participate in the SIFMA (Securities Industry and Financial Markets Association) Savings and Retirement Symposium on February 28-29 at the Fairmont in Washington, D.C. Ms. Karas will sit on a panel entitled “Impact of Healthcare... - February 24, 2008 - Millennium Trust Company
Entrepreneurial Companies See Revenue Increases During What Experts Declared a “Stalled” US Economy in January
Private Company Index (PCI) calculations for month-end January 2008 transcended any concerns of stagnation with a 3.4% increase calculated from portfolio companies’ January top-line revenues. - February 23, 2008 - Private Company Index
Florida Private Company Raises Money Through TIGRcubsTM
AnnuitEASE.com, a data consolidator of annuity pricing information for professional financial advisors, successfully gained private investors attention with Entrex’s TIGRcubTM product. The proprietary instrument, a patent pending and trademarked name for “Top-line Income Generation... - February 20, 2008 - Private Company Index
Delaware Based Firm Scores Top Honors for Three Year Growth According to Private Company Index
The Private Company Index (PCI) is pleased to name Appletree Answering Service as its 2007 Top Growth Company. The 12-year old Wilmington-based company, offering live answering and call center services, experienced average annual revenue growth of 65% over the past three years. A $12 million... - February 14, 2008 - Private Company Index
Capital Payments, LLC and USA Corporate Services Inc. Forge Alliance
Capital Payments, a leading provider of merchant and electronic payment solutions, announced today that the company has formed a marketing and client services alliance with USA Corporate Services Inc. Based in New York City, USA Corporate Services Inc. has been assisting attorneys, accountants,... - February 07, 2008 - Capital Payments, LLC
Wealth Strategist Landon Watts Partners with Independent Advisors
Landon Watts has teamed with Independent Advisors to work with clients to ensure they have affordable medical insurance coverage in order to prevent hardship as a result of a medical situation. - January 30, 2008 - Banyan Rock & Talent
MidBlock Capital Management Announces Formation of $20mm Retail Development Fund
MidBlock Capital Management has formed its first private equity fund to develop retail centers across the Southwestern United States. MidBlock Retail Fund will have an initial capitalization of $20 million. - January 26, 2008 - Midblock Retail Fund
New Instrument Enables Investors to Capture Income from Private Company Revenue Growth
Entrex Inc. announces the creation of a proprietary new financing instrument called Top-line Income Generation Rights Contracts, or “TIGR CubsSM”, which are designed to garner high current cash-on-cash returns from investments into growth-oriented private companies. David Weild, the... - January 24, 2008 - Private Company Index
Q4 High Growth Companies Announced by the Private Company Index
The Private Company Index (PCI) announces its “Top Five Growth Company” slate for Q4 2007. These five honorees experienced overall average revenue growth of 56.3% over their Q4 2006 performance. This diverse group includes a broad spectrum of companies ranging from technology, to... - January 24, 2008 - Private Company Index
Private Companies Keep Growing Despite Credit and Inflation Worries
The Private Company Index (PCI) gracefully crested to a new healthy peak amid loud Q4 concerns about a US economic slowdown and a possible recession. Company reporting for December 2007 revenue puts the index up to 961, a 1.7% increase over November. Conversely, the Dow, Nasdaq and S&P Small... - January 18, 2008 - Private Company Index
Investor Sentiment Drives Capital Market Indicators Down While the Private Company Index Remains High
November Private Company Index (PCI) data indicates that its diverse subset of $5-100 Million private companies have seen a consistent level of revenue since August; negating the opinions of economic pundits who foretold a tough patch for the economy during the second half of 2007. The November... - December 20, 2007 - Private Company Index
CEO Positivity Waning and Private Sector Employment on the Rise
Based on a poll conducted by the Private Company Index (PCI) at the close of Q3, CEOs are feeling increasingly negative about the prospects for capital and debt availability in Q4 2007. At the same time these companies report the average number of full time employees to be at the highest level for... - November 27, 2007 - Private Company Index
Index of Private Company Performance Kicks off Q4 with an Energetic Climb
October Private Company Index (PCI) data indicates that North American private companies made a strong charge into Q4. October’s 939 Index reading, a PCI high, reflects a 10.5% increase from the prior month. - November 27, 2007 - Private Company Index
Raleigh Wealth Strategist Named President of Community Partnerships Board
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, has been named president of the board of directors for Community Partnerships, Inc. (CPI). - November 02, 2007 - Banyan Rock & Talent
Landon Watts, Local Wealth Strategist, Attends Global Strategy Meeting
W. Landon Watts, a financial strategist, attended the Van Kampen Investments Global Strategy meeting in Chicago on September 6. - November 01, 2007 - Banyan Rock & Talent
Entrex Private Company Index Featured at Fortune Small Business Growth Summit
Entrex CEO Stephen H. Watkins and President Larry P. Roches are attending the October 23-24 Fortune Small Business Growth Summit in Las Vegas, a program presented annually by Entrex strategic partner Gazelles. Representing the Private Company Index (PCI) which is Entrex’s proprietary market index that publishes a monthly measurement for overall revenue growth in the private sector. September 2007 Index results will be debuted at the event, including monthly index performance, the PCI Top Five - October 10, 2007 - Private Company Index
“In the Money” Columnist Sites Entrex and Private Company Index as Peers to Bulge Bracket 144A Markets Being Launched
An interview with Entrex founder and CEO Stephen H. Watkins was featured in a September 12 Dow Jones Newswire column “In the Money” indicating that Entrex and the Private Company Index (PCI) are key players the fast-moving game of designing and building marketplaces where unregistered securities of private companies can actively trade. - October 03, 2007 - Private Company Index
Raleigh Wealth Strategist Raises Money for Community Partnerships
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, announced today that he will make a donation to Community Partnerships, a local non profit organization that supports those who live with disabilities and other challenges. Spesshardt is making the donation in honor... - August 08, 2007 - Banyan Rock & Talent
Raleigh Financial Advisor Attends Berkshire Hathaway’s Annual Meeting
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today that he attended the 2007 Berkshire Hathaway Annual Shareholder's Meeting. This is the third consecutive year Sterling has attended the largest shareholder meeting... - August 08, 2007 - Banyan Rock & Talent