Our Partners & Team Members



Trust Companies

Alliance Trust Company

Alliance Trust Company is a full-service, independent trust company in Reno, Nevada. Formed in 2005, the team of professionals at Alliance Trust has over 80 years of combined experience.

As a firm established by independent advisors, for advisors, they offer flexible trustee services to varied allied professionals locally, regionally, and nationally.

Since they are not a subsidiary or affiliate of any brokerage house, insurance company or bank, we engage our clients and their established teams of professionals without interference, thereby allowing the client to benefit from the favorable laws in Nevada, one of the best jurisdictions for with a favorable asset protection tax climate.

Alliance Trust Company - Learn More About Alliance Trust Company

www.alliancetrustcompany.com

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Centier

Centier Bank has partnered with a global investment bank to create a product that provides plan participants unequaled principal protection & inflation protected retirement income. Study after study discloses the unpleasant fact that the majority of American workers fear running out of money in retirement. What can a participant do to keep this from happening to them, and what role can or should a plan sponsor play in this situation? Centier RetireRight™ provides exactly the right solution for both the participant and the plan sponsor.

Centier

www.centier.com

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Summit Trust Company

Summit Trust Company was conceived in late 2003 as a result of the need we saw for a special kind of trust company to serve professional advisors and their clients, and because of the turmoil that was happening in the trust company industry. Trust Companies nationwide were attempting to "bulk-up" their size in a competitive effort to survive a growth frenzy. Many institutions pursued the ill-conceived strategy of creating earnings by relaxing standards and a free-for-all merger and acquisition strategy designed to create size as an end unto itself.

Our founder recognized that an opportunity was at hand to create an institution designed exclusively for a market that was entitled to the kind of service that was now merely history with other national institutions. The idea was to build a financial institution staffed with seasoned, highly competent, experienced and empowered professionals whose knowledge, experience and history of personal service distinguished them from the crowd.

Summit Trust Company - Click Here for Website

www.summittrust.com

Investment Managers

Centier

Centier Bank has partnered with a global investment bank to create a product that provides plan participants unequaled principal protection & inflation protected retirement income. Study after study discloses the unpleasant fact that the majority of American workers fear running out of money in retirement. What can a participant do to keep this from happening to them, and what role can or should a plan sponsor play in this situation? Centier RetireRight™ provides exactly the right solution for both the participant and the plan sponsor.

Centier

www.centier.com

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Appomattox Advisory

Appomattox Advisory was founded in 2005 and is 100% employee owned as aSEC Registered Investment Advisor, MWBE qualified. They are a performance focused firm with downside risk management. The founders combine with over 35 years of investment and business management experience

Appomattox Advisory

www.appomattoxadvisory.com

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Sidoxia Capital Management

“Sidoxia”, derived from the Greek word for optimism, is the driving spirit that exemplifies the professional services furnished by Sidoxia Capital Management, LLC. Sidoxia's Fusion portfolios are available as Collective Investment Funds for qualified retirement plans. The aim of Sidoxia’s Fusion portfolios is to maximize the risk-adjusted returns in the context of a broadly diversified balanced portfolio. Besides the clear goal of maximizing risk-adjusted returns, Sidoxia strives to minimize portfolio fees and costs. Sidoxia implements a hybrid approach that actively invests in individual securities and utilizes low cost investment vehicles such as Exchange Traded Funds (ETFs) and index funds to meet fund objectives.

Sidoxia Capital Management - Click Here for website

www.sidoxia.com

Recordkeeping Providers

Aspire Financial Services LLC

Formed in 2002, ASPire represents decades of experience in plan administration, product development, information technology and the servicing of retirement products. With the 2011 acquisition of InvestLink Technologies, ASPire now services over 275,000 participants with more than $10 billion in recordkeeping assets.

Aspire Financial Servives LLC - Click Here for Website

www.aspirefinserv.com

Custodial Platforms

  • Fidelity Investments
  • Matrix
  • MidAtlantic Trust Company
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