8071 Shaffer Parkway, Littleton, CO 80127
 

Affiliates

Securities America, Inc.

The mission of Securities America is to foster the success and independence of financial advisors by delivering extraordinary service, professional development support and user-friendly technology, with the goal of helping advisors provide clients quality advice for life. Fostering the success and independence of advisors to provide clients with quality advice for life means that Securities America has established and must adhere to a specific set of shared values. All of their activities and decisions are informed and guided by the organization’s shared values. Adhering to shared values is what leads them to effectively achieve their corporate mission, and fosters mutual respect, achievement and innovation.

Please visit their website at www.securitiesamerica.com

SEI Private Trust

SEI is dedicated to helping clients achieve lasting success. They strive to help make businesses more successful by delivering consistently relevant business solutions on which their future success depends. "By concentrating on our clients' emerging needs, we're able to create solutions that are consistently relevant and useful. This gives our clients more comfort today, and greater confidence in the future." This is a few of the reasons why Capital Resource Group has partnered with SEI. 

Please visit their website at www.seic.com

American Funds

Since 1931, American Funds, part of the Capital Group, has helped investors pursue long-term investment success. Their consistent approach has resulted in a superior long-term track record. Their portfolio managers average 25 years of investment experience, including 20 years at the company, reflecting a career commitment to American Funds.

Please visit their website at www.AmericanFunds.com

CLS Investments, LLC

CLS is one of the largest independent 3rd party money managers in the United States, with corporate headquarters in Omaha, Nebraska. CLS believes risk budgeting is critical to managing clients’ assets. A client’s risk budget is based on the individual’s financial goals, ability to handle risk, and overall time horizon. The CLS investment methodology allows our portfolio managers to maintain an overall consistent risk level in a manner that does not over-spend nor underuse the individual’s risk budget.

Visit CLS at www.clsinvest.com

 

 

 

The information is being provided as a courtesy. When you link to any of these websites provided you are leaving this site. Capital Resource Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Capital Resource Group, Inc. website and you assume total responsibility and risk for your use of the sites you are linking to.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., G. Pete Fields and Brady Mullen; Representatives. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Capital Resource Group and the Securities America Companies are not affiliated. G. Pete Fields is licensed to discuss and/or sell securities in the following states: AK, AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KS, MA, ME, MI, MN, MO, NC, NE, NH, NJ, NM, OH, OR, PA, SD, TN, TX, UT, WA, WI, WY. Brady Mullen is licensed to discuss and/or sell securities in the following states: AZ, CO, IL, KS, MA, UT, VA.

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