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
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
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