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CONTRIBUTORS |
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Advisors Capital Management’s (ACM) private accounts are uniquely designed with no two portfolios alike. Investors will not experience insignificant holdings, modeled allocations, automatic rebalancing or excessive trading.
ACM's approach to managing money is clear. Buy growth cheaply and search for value stocks that offer above average return and growth prospects that aren't reflected in the price. As an all cap manager we are capable of searching throughout the entire marketplace for value. We will not join in momentum driven investments simply because they are the latest hot sector in the market. Such investments tend to become the most overpriced during market rallies and vulnerable during market declines. |
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Cumberland Advisors is an independent, fee-for-service, personal money manager. Cumberland manages accounts for individuals, institutions, retirement plans, government entities and cash management. We supervise approximately $976 million in U.S. and international assets. Cumberland has clients in 42 states and the District of Columbia. |
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Flexible Plan Investments, Ltd. Is a leading provider of risk management investment services and, as a founding member of the National Association of Active Investment Managers, is one of the industry’s trade associations largest and oldest active money managers. Their mission is to provide investors with competitive returns while reducing risk through the use of diversified investment products, cutting-edge technology and support services. |
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Frantzen Capital Management, Inc. is a privately held, independent SEC registered investment advisor. Established to meet the diverse needs of institutional and individual investors, Frantzen offers growth equity investments through separately managed accounts, traditional long strategies and hedge funds. Founded on a rich history of investment research, our mission is to deliver equity investment solutions that assist our clients in reaching their objectives for asset preservation and growth. |
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Hanlon Investment Management, Inc. is a SEC Registered Investment Advisor located in Egg Harbor Township, NJ that was founded in 1999 by Sean Hanlon, CFP®.
Hanlon Investment Management offers investment management of portfolios held at Pershing® and Schwab®, direct mutual fund accounts held at Rydex® and Profunds®, variable annuity contracts at over nineteen VA companies, variable universal life policies at two VUL companies, and Nationwide® 401(k) - 403(b)accounts.
Portfolios are primarily composed of mutual funds (purchased at no-load or net asset value on load funds), exchange traded funds, closed-end funds, and where applicable, variable annuity and variable universal life sub-accounts. |
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Lincoln Financial Distributors is the distribution arm of Lincoln Financial Group. Lincoln Financial recognizes the changing financial security needs of today’s retirees as well as those still in the workforce, and focuses its products and services on making retirement income security a reality for its clients. Specifically, through its affiliated companies, Lincoln Financial Group offers: annuities; individual life insurance; group life, disability, and dental insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. |
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The companies that comprise Old Mutual Financial Network (OMFN) deliver a diverse portfolio of annuities and life insurance products via an established group distribution channels. Products are distributed in 49 states and the District of Columbia. OMFN has nearly one million policyholders nationwide. As of June 30, 2006, OMFN has $19.3 billion in statutory basis assets and in-force life business valued at $115.7 billion. |
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Life has many twists and turns and we understand the importance of balancing the need to protect what is important to you while you invest toward your financial goals. RiverSource, made up of RiverSource Investments, RiverSource Annuities and RiverSource Insurance, creates and manages innovative growth, income and insurance protection solutions designed with you and your life in mind. Through a balance of asset and risk management and built on a heritage of more than 110 years, we work with you and your financial professional to help grow your assets, manage your income and protect what matters most — today and tomorrow. |
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As one of today’s most dynamic and effective speakers, trainers, and authors, Martin Baird’s work has inspired non-letter writers to draft congratulatory notes; nay saying conference-goers to enthusiastically embrace his strategies; and those with visions of achieving great marketing results, to easily accomplish them.
Baird has shaken tradition and riveted advisors from many of today’s leading financial services organizations, including ING, Investors Capital Corp., AEGON and Invesco Group of Funds to name a few.
Mr. Baird’s newest addition to the financial services industry is the R Factor. The management tool that every expert needs to generate more referrals and predict future results with unparalled accuracy. |
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The Pacific Financial Group, Inc. is structured to provide quality professional investment advice. They have earned a reputation for “beyond expectations” client service and a drive to create flexible investment solutions within long standing relationships. As an active money manager, their team of Portfolio Managers begins by evaluating a broad spectrum of investment tools available today, including but not limited to Exchanged Traded Funds (ETFs), Stocks, Bonds, and Mutual Funds. |
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Founded in 1991 by Greg Miller CPA, and Darlene Murphy CPA, Wellesley Investment Advisors, Inc. was created based on the principles of Limited Risk Investing. Limited Risk Investing involves the melding of two seemingly contradictory goals--maximizing returns and protecting principal.
Most people understand that, historically, stocks have provided the best opportunity to increase wealth over the long run. However, the potentially devastating downside risk keeps many people from investing in stocks. To alleviate this problem, Limited Risk Investing combines participation in the long-term appreciation potential of growth assets such as stocks with the protection of principal. |
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