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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



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, Steven Hart, 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. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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