Recent Headlines
Within Asset Management
Undiscovered Money Manager Quintuples S&P 500 Over 10 Years
Paragon’s Top Flight Portfolio’s total return was five times higher than the index. - January 09, 2008 - Paragon Wealth Management
Release of SAIL - Secure Automated Interactive Library
Background Investigations, public records research all ordered and managed through RMS's interactive system. - January 02, 2008 - FSE, LLC
Tower West Expands and Renews L-3 Communications Corporation
Stonewater Partners announced today that it has completed a lease extension and renewal with L-3 Communications Corporation at Tower West located at 6100 Bandera Road in San Antonio, Texas. L-3 expanded by 8,603 square feet and extended its term on the entire 25,000 square feet lease through 2012... - December 20, 2007 - Stonewater Partners, Inc.
Place Trade Financial Names Henderson as Client Service Manager
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Krista Henderson has been named as Client Service Manager. In this position, Ms. Henderson will oversee client services, work closely with Financial Advisors,... - December 12, 2007 - Place Trade Financial, Inc.
Place Trade Financial Adds Wayne Moore to Raleigh Branch
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount broker and online trading firm, announced that Wayne Moore has joined Place Trade as administrative assistant. In this position, Moore will assist with client service issues, provide administrative and... - December 11, 2007 - Place Trade Financial, Inc.
Marc J. Lane Wealth Group Hires Senior Vice President for New Role
The Marc J. Lane Wealth Group announces that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to manage all wholesale sales operations for Advocacy Investing® Separately Managed Accounts. - December 07, 2007 - Marc J. Lane Wealth Group
Horticultural Asset Management, Inc. Establishes National Provisioning Relationship with Bartlett Tree Experts
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI) (www.moneygrowsontrees.com), has announced that his company has reached an agreement with Bartlett Tree Experts (www.bartlett.com), a nationwide provider of tree and shrub care services. Under this new agreement, Bartlett... - November 28, 2007 - Horticultural Asset Management
Undiscovered Money Manager
Former magician and avid hunter, Provo money manager has been a secret in Provo for over 20 years. David Young, President of Paragon Wealth Management, manages the Top Flight Portfolio which has consistently outperformed the S&P 500 over the past 10 years. He has been so focused on managing... - November 28, 2007 - Paragon Wealth Management
Horticultural Asset Management Announces Wildfire Preparedness Program
Doug Malawsky, executive vice president of Horticultural Asset Management, Inc. (HMI), has announced that the company is now offering an innovative tool for evaluating a property’s wildfire preparedness. HMI’s Wildfire Preparedness Assessment (WPA) consists of an on-site evaluation of a... - November 15, 2007 - Horticultural Asset Management
Horticultural Asset Management, Inc. Selected by Fireman’s Fund to Support Comprehensive Landscape Insurance Program
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI), has announced that his company has signed an agreement with Fireman’s Fund Insurance Company (FFIC) to provide landscape assessments and valuations for FFIC’s clients, agents and employees. The Program will... - November 12, 2007 - Horticultural Asset Management
Horticultural Asset Management, Inc. Announces New Product Promotion
Doug Cowles, president and CEO of Horticultural Asset Management, Inc. (HMI), has announced the firm’s new product promotion. The promotion allows HMI’s affiliates, or their clients, to purchase a HMI Horticultural Assessment for an initial processing fee of $89 with the balance due at... - November 06, 2007 - Horticultural Asset Management
Macroaxis Releases Alpha Portfolio Toolset for Mobile Devices
Macroaxis Corporation, a software company specializing in delivering portfolio optimization technologies to mainstream investors, announced its alpha release of portfolio management toolset for mobile devices. - November 06, 2007 - Macroaxis Corporation
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
Self Directed Retirement Accounts Focus of Discussion at US Wealth Summit
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”). - October 31, 2007 - Capital Market Solutions, LLC
Place Trade CEO Serves on Speaking of Women’s Health Committee
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a global full service, discount broker and online trading firm, announced that she served on a 2007 Speaking of Women’s Health steering committee in Raleigh. This two day event aimed to provide every woman with the resources... - October 30, 2007 - Place Trade Financial, Inc.
Total Portfolio Daily Profit and Loss Dynamic Indicator is Integrated
Macroaxis Corporation, a software company specializing in on-demand solutions for the wealth management sector, integrated a total portfolio daily profit and loss indicator. The dynamic value indicator is an additional component complementing its existing portfolio management framework, and... - October 19, 2007 - Macroaxis Corporation
Horticultural Asset Management, Inc. Names Superior NW Tree and Shrub Care, Inc. Premier Level Member
Doug Cowles, president and CEO of Horticultural Asset Management, Inc., has announced that Superior NW Tree And Shrub Care, Inc. has joined the Premier Level Member (PLM) Network. As a member of the PLM Network, a Superior NW certified arborist will conduct landscape assessments on residential and... - October 16, 2007 - Horticultural Asset Management
Companies to Provide Innovative Financial Planning Benefit for Workers
It’s common in today’s society for individuals and families to be concerned with their financial security. Current cash flow, debt reduction, the prospects of retirement, the possibility of outliving those funds, and much more equal to common concerns of the majority of today’s Americans. - October 16, 2007 - Financial Action, Inc.
Blue Prairie Group's Wealth Management Practice Continues to Grow
Blue Prairie Group's Wealth Management Practice continues to grow with addition of new Management Planner - October 16, 2007 - Blue Prairie Group
Beyond Traditional Markets - Self Directed Retirement Accounts
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”). - October 12, 2007 - Capital Market Solutions, LLC
Risk Management Solutions Offers Environmental Liens Searches
Due to the changes mandated by the EPA’s new All Appropriate Inquiry rule and the associated ASTM E 1527-05 standard that have increased the importance on the requirements for searches on environmental liens, Risk Management Solutions is offering a special service to all their clients that... - October 09, 2007 - FSE, LLC
Mahoney & Associates Appoints Kirk Colwell as Senior Consultant
Mahoney & Associates expands its strategic consulting team with the addition of Kirk Colwell. - October 07, 2007 - Mahoney & Associates
Bridge Advisors, Inc. and Equities Magazine to Sponsor Webcast Series Produced by The Options Institute at CBOE
Investment advisor Bridge Advisors, Inc. and Equities Global Communications, publishers of Equities Magazine and hosts of "Equities Corporate Conferences," announced a joint sponsorship program with The Options Institute, the education division of the Chicago Board Options Exchange, to produce a monthly webcast series for executives, high net-worth investors and their advisors. - October 05, 2007 - Bridge Advisors, Inc.
Risk Management Solutions New Interactive System
Risk Management Solutions announced today they are in the final stage of developing a new interactive system for Fund of Funds, Hedge Funds and any investment market. This new technology will give their clients the most efficient and thorough way to provide ordering background investigations. This... - October 04, 2007 - FSE, LLC
Mahoney & Associates Grows Again with Addition of Key Staff Members
Mahoney & Associates fills three strategic management positions. - September 26, 2007 - Mahoney & Associates
Stonewater Sells Park Center I for $73 Million
Stonewater Partners announced today the disposition of Park Center I in Alexandria, VA for $73 million. The 14-story, 232,123 square foot office building was 100% leased, primarily as the headquarters for two US Government agencies: the USDA’s Food and Nutrition Services and Department of... - September 20, 2007 - Stonewater Partners, Inc.
Place Trade CEO Receives Women in Business Award from Triangle Business Journal
Sarah M. Place, President & CEO of Place Trade Financial, was named by Triangle Business Journal as a 2007 Women in Business Awards winner. The award recognizes Sarah for her success and dynamic leadership. She was presented with her award at the 10th annual luncheon and ceremony. The very... - September 14, 2007 - Place Trade Financial, Inc.
Bridge Advisors Taps Robert C. Bernard to Head Alternative Investment Advisory and Consulting Business
Bridge Advisors, Inc. (Chicago, IL), an investment advisor specializing in alternative investment consulting and education, has appointed financial industry veteran Robert C. Bernard as the firm’s president. - September 01, 2007 - Bridge Advisors, Inc.
PENSCO Trust CEO and Founder Tom Anderson Speaks at Department of Labor Hearing
On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts - August 29, 2007 - PENSCO Trust Company
Place Trade Sponsors Women in Law Enforcement Champion Softball Team
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service, discount broker and online trading firm, announced that Place Trade is a proud sponsor of the Texas Outlawz. This champion softball team made up of women in law enforcement will be returning to Las Vegas August 15th... - August 18, 2007 - Place Trade Financial, Inc.
Secrets of Self-Directed IRA Investing Revealed at PENSCO Trust’s Free Educational Event for Financial & Real Estate Professionals in Boston on September 20th 2007
PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA. - August 17, 2007 - PENSCO Trust Company
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
Bridge Advisors to Educate Investors, Advisors and Institutions with Alternative and Option Strategy Consulting Services
Through their alternative strategy and investment consulting services, newly launched Bridge Advisors, Inc. (Chicago, IL) works directly with investors and their advisors to help them understand, identify and develop allocation strategies to fit their individual objectives and risk profile. - August 04, 2007 - Bridge Advisors, Inc.
Clutch Financial Solutions Launches New Website: www.clutchfinancial.com
Clutch Financial Solutions is pleased to announce the launch of its new website. This website offers a clean and unhindered look into the primary elements of the company including its founding information, services offered and client access to their online portfolios. Clutch Financial Solutions... - August 01, 2007 - Clutch Financial Solutions
Hedge Fund Solutions and Risk Management Announce Partnership
Hedge Fund Solutions (HFS) and Risk Management Solutions (RMS) announced today they are partnering together in order to feature comprehensive background investigations as part of HFS’s services to their clients. These reports enable fund of fund managers, individual high-net-worth qualified... - July 17, 2007 - FSE, LLC
John N. Rallis II, CPA Joins Allgen Financial Services, Inc. as CFO
Allgen Financial Services, Inc. has a new Senior Partner and CFO. John N. Rallis II, CPA has joined Allgen to help manage the fiduciary responsibilities of the firm. In addition, he will be a vital resource to Allgen's retirement planning, estate planning and business succession planning services. All clients will now be served and managed by a financial advisor, portfolio manager, and professional tax strategist. - July 13, 2007 - Allgen Financial Services, Inc.
Allgen Financial Services, Inc. Acquires Good Risk Reward, Inc.
Allgen Financial Services, Inc. acquires Good Risk Reward, Inc. in order to solidify its position in the market as a full service retirement planning institution. Through the acquisition of Good Risk Reward, Allgen will now offer self-investor training and improve its wealth management services. - July 13, 2007 - Allgen Financial Services, Inc.
Liberty Financial Group Reports Over 3,000 Loan Originators Attend the Strategic Equity Summit
Mortgage professionals flock to the largest industry event of its kind to learn mortgage planning techniques that help borrowers safely and conservatively reach their financial goals. - July 04, 2007 - Liberty Financial Group
Capricorn Nominated by Financial News
In the upcoming awards for Excellence in Hedge Fund Operations, Capricorn is nominated in the category for Best Operator in Managed Futures, Single Manager. - June 08, 2007 - Capricorn Strategies
Winners of the Asian Hedge Fund Oscars
Nineteen awards were presented at Asia’s largest and most prestigious hedge fund Oscars, held last night at the Ritz Carlton hotel in Singapore with close to 500 guests from the industry attending. Coupland Cardiff’s CC Asia Absolute Return Fund picked up the coveted Best Asian and... - May 27, 2007 - Eurekahedge
Finally a New Educational Resource for Self-Directed IRAs
Equity Trust Company now has a blog where people can come together and share insight, tell a story, or make suggestions. Come visit their new blog site and educate yourself. - May 13, 2007 - Equity Trust Company
Stonewater Acquires One North State Street in Chicago
Stonewater Partners announced today that it has closed on the purchase of One North State Street located in Chicago, Illinois. One North State is a 523,000 square foot historic office building currently 48% leased to five tenants. The Property was built in 1912 by the firm Holabird & Roche... - May 13, 2007 - Stonewater Partners, Inc.
PENSCO Trust Helps Investors Expand their IRA Investment Options to Include Real Estate, Notes, Private Businesses and More with Self-directed IRAs
Self Directed IRA free educational and networking events hosted by PENSCO Trust will be held in various cities throughout the country. The next event is on Thursday, May 17th in Dallas, TX. These industry leading events are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap this emerging market and learn the rules about self-directed IRAs and the new Solo(k). - May 12, 2007 - PENSCO Trust Company
Equity Trust Company Hosts Tax-Free Wealth Seminars Across the United States; Seminars Educate Investors on Self-Directed IRA Growth Possibilities
Equity Trust Company is making special appearances across the United States to host Tax-Free Wealth Seminars. A self-directed retirement expert will present the benefits self-directed IRAs can provide investors today and in the future. Equity Trust Company will travel to the following cities: Baltimore/Washington D.C., Dallas/Fort Worth and Houston. - May 05, 2007 - Equity Trust Company
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007 - Banyan Rock & Talent
Place Trade CEO Serves as InvestWrite® Judge for National Writing Competition
Sarah M. Place, President & CEO of Place Trade Financial, Inc., a full service discount brokerage firm based in Raleigh, NC, has announced that she served as a judge for InvestWrite®, an innovative national writing competition, produced by The Stock Market Game program and sponsored by the... - April 24, 2007 - Place Trade Financial, Inc.
Hedge Fund Regulation Front and Center at 2007 Milken Institute Global Conference
With the record level of assets under management, the power to influence markets and effect corporate change, and the freedom to speculate on anything from interest rates to weather, hedge funds are important for the liquidity and efficiency of financial markets. With such power, however, who is keeping an eye on behalf of the public and investors? With a change in Congress and an upcoming presidential election, will hedge-fund regulation become an issue in 2007? What are the likely scenarios? - April 21, 2007 - Public Insight LP
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007 - Banyan Rock & Talent