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In an environment where small to mid sized Broker-Dealers are either shutting their doors or being acquired by larger, typically corporate parent owned firms there is still a great demand by elite advisors for a stabile, privately held, truly independent choice. Geneos is that choice. Being private…
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About the Author: Jack Tankersley is a Managing Director at Meritage Funds , a growth equity investment firm. Jack has been an active investor in emerging growth businesses since 1983. Today, Jack is one of five Managing Directors at Meritage, which invests exclusively in growth stage businesses . …
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Paragon Capital Management is a SEC registered investment advisory firm based in Denver, Colorado.
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Comprehensive Financial Planning and Investment Services Site
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Roger Butler, founder, was born in 1949. After receiving a degree in Business Administration from the University of Iowa in 1971, he has enjoyed over 30 years of diverse and successful experience in the financial services industry. Experience includes positions of responsibilty in insurance, invest…
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Asset Management
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Milestone AV Technologies is a leading provider of branded audio-visual mounting equipment, projection screens and related display solutions for both the consumer and the commercial markets. Milestone’s innovative products, sold principally under the Chief, Da-Lite, Projecta and SANUS brands, are s…
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Strategies LLC is an investment and plan consulting firm that has provided an array of services since establishment in 1993. Independent and fee-only since inception, Strategies LLC advises institutional clients, primarily participant directed defined contribution plans. We have a special expertise…
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Dreams. Into Actions. Into Results. At Gill Capital Partners, we want you to understand the Capital Difference. It's about unique product offerings — not the product that every other financial advisor is pushing, but the kinds that turn your dreams into plans into results. It's about better service…
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Foxstone Financial Group believes that successful investing is defined by helping investors determine and meet their investment objectives. Our research-based investment philosophy is founded on four key principles: asset allocation, portfolio structure, the use of specialist managers, and continuo…