Sponsor Listing
Platinum Sponsors
Direxion Investments
Direxion Investments is a powerful ally for both strategic and tactical investors seeking to solve for better investment outcomes.
Building on over 17 years of experience with highly liquid, tactical and strategic institutional-style ETFs and Mutual Funds, Direxion Investments provides a wide range of index-based products that offer directional options, magnified exposure, and long-term rules-based strategies.
Our diverse suite of products help traders and investors stay nimble in the short-term, and pursue strategies for the long-term, as they navigate today’s ever-changing markets.
Founded in 1997, Direxion has 4 offices in the U.S. and Hong Kong.
For financial advisors, individual investors, institutions, and active traders, Direxion specializes in providing solutions that deliver:
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- A means toward seeking specific outcomes, such as broader diversification, dampened volatility and income or alpha generation
- Efficient access to non-correlated asset classes and strategies
- Flexibility to position portfolios opportunistically for near- and long-term market trends
- Liquid, cost effective access to sophisticated strategies
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Our role is to complement your core investment strategies, not to replace them. Our funds allow you to seek opportunities in all market conditions offering fresh solutions to challenge old standards.
CLICK HERE to find out more about Direxion.
CEROS |Advisors Preferred, LLC
Ceros Financial Services, Inc. is a full-service brokerage platform and outsourced trading desk to investment management firms. RIAs and hybrid advisors rely on Ceros for flexible, powerful and comprehensive back office systems and services. Ceros takes an active, consultative approach to helping advisors grow their businesses, offering direct access to trade stocks, bonds, options, ETFs, equity, commodities and futures trading. At Ceros, our sole focus is on making our clients’ businesses run as successfully as possible. We’re a dedicated, highly skilled group of professionals who have been involved in the RIA custody business for many years. Because our focus is on serving the needs of investment advisors and fund managers, we are able to do so with a minimum of distraction, conflict of interest or bureaucracy.
A sister company to Ceros Financial Services – Advisors Preferred, LLC acts as the named advisor for mutual funds. Advisors are recognizing the value in outsourcing the compliance, regulatory, and trading responsibilities of running a mutual fund so that they can concentrate on just the money management in a sub-advisory role. For over a decade, Ceros has provided trading services for advisor-run mutual funds. Now, between Ceros and Advisors Preferred, we can help all types of advisors who manage mutual funds.
CLICK HERE To Learn More About Advisors Preferred, LLC
Guggenheim
For more than 25 years, investors have relied on Rydex funds to help them express their market conviction using beta allocations. Our proven expertise in benchmark replication (or beta exposure) includes sector strategies and broad market benchmarks, as well as leveraged and inverse exposure. Investors seeking to include specific market exposures in their portfolios can access dozens of strategies from Rydex, each following a specific benchmark. We built these strategies specifically to help investors meet a range of needs—from establishing the core of a portfolio to adding tactical allocations to rounding out portfolio diversification.
To find out more about Guggenheim’s Rydex Mutual Funds CLICK HERE
ProFunds
ProShares has been at the forefront of the ETF revolution since 2006. ProShares offers one of the largest lineups of ETFs and continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders. In addition to classic broad-market index funds, ProFunds offers leveraged and inverse funds that track a variety of broad market, sector and non-equity benchmarks. Together, ProShares and its affiliates are global leaders in leveraged and inverse fund investing.
CLICK HERE to find out more about ProFunds.
CLICK HERE to find out more about ProShares.
Gold Sponsors
E*TRADE Advisor Services
E*TRADE Advisor Services is an advisor-centric custodian with an innovative technology platform that facilitates the freedom and control of being independent while, at the same time, provides a strong support structure for financial advisors to lean on. Our mission is solely focused on helping advisors succeed. Our powerful, yet easy-to-use Liberty platform gives advisors access to what they need in one convenient interface, including portfolio management, trading, account opening, performance reporting and fee billing. With innovative technology and exceptional service, E*TRADE Advisor Services also provides a high level of flexibility that easily adapts to the advisor’s specific needs.
CLICK HERE to find out more about E*TRADE Advisor Services
Princeton Fund Advisors, LLC
Princeton Fund Advisors, LLC, (“PFA”) is a Registered Investment Advisor with the SEC and, together with its affiliates, manages approximately $2.3 billion of assets for institutional and private clients worldwide. PFA teams with successful investment managers across a variety of investment strategies, including private equity and hedge funds, to develop and promote liquid and interval funds primarily in alternative investment strategies for retail institutional distribution channels. The firm’s Investment Committee Members contribute more than 70 years of alternative asset management experience to the portfolio construction and management process. PFA has offices in Denver, Colorado and Minneapolis, Minnesota.
To Learn More Visit: Princeton Fund Advisors, LLC
Silver Sponsors
Bridge Financial Technology
Bridge Financial Technology delivers automation-focused software designed to help advisors save time by streamlining back office functions,
so they can scale their business with confidence.
Our advisors have access to:
- Automated account management and data reconciliation
- Daily, on-demand web-based reports and automated, consistent PDF report generation
- Time-weighted performance returns calculated in accordance with GIPS®
- Customizable billing environment with automated invoice generation
- White-labeled client portal for a modern client experience
- Held-away aggregation powered by Quovo© and secure file sharing
CLICK HERE to learn more about Bridge Financial Technology
MicroSectors
Precise investment & trading tools that give you maximum control.
MicroSectors provides concentrated exposure to investable market segments that heavily influence many investor portfolios. Developed as trading and hedging instruments, MicroSectors ETNs give sophisticated investors specified leverage and inverse exposures to popular niches of the market.
To Learn More Visit: www.microsectors.com
ProShares
ProShares has been at the forefront of the ETF revolution since 2006. ProShares offers one of the largest lineups of ETFs and continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders. In addition to classic broad-market index funds, ProFunds offers leveraged and inverse funds that track a variety of broad market, sector and non-equity benchmarks. Together, ProShares and its affiliates are global leaders in leveraged and inverse fund investing.
CLICK HERE to find out more about ProFunds.
CLICK HERE to find out more about ProShares.
RIA Database
RIA Database provides searchable, web-based databases for the financial services industry. We offer comprehensive profiles and information on RIA firms, broker-dealer firms, registered representatives, independent advisors, banks and trust companies.
CLICK HERE to find out more about RIA Database.
Equity Advisor Solutions
Equity Advisor Solutions provides custody and back-office solutions to RIA’s, Hybrids, TAMP’s, Broker- Dealers and more. Equity specializes in:
- Custody of all asset types, including alternative assets, on one custodial platform
- Back-Office solutions that streamline your business and create efficiencies including billing, performance reporting and delivery, customized client portal, document storage, client vault and audit assistance
- Technology that includes portfolio rebalancing, ability to run multiple models in the same account, customized mobile app for your firm, reporting and analytics
- Technology integration (portfolio management and CRM systems).
CLICK HERE to find out more about Equity Advisor Solutions.
CMT Association
Founded in the late 1960s, the CMT Association has represented Wall Street’s community of technical analysts for nearly 50 years. From its start as a small group of technicians in NYC, the CMT Association has become a beacon for professionals worldwide. Today, we deliver value through diverse education and networking opportunities, member advocacy, career advancement, and the highest standards of professional ethics. Our analytical philosophy is grounded in observing and understanding market activity. This is comprised of behavioral economics, quantitative methods and rules-based trading and testing.
The CMT Program offers the opportunity to earn a globally-respected credential in this discipline of capital-market analysis. The curriculum spans a wide array of tools, methods and styles in technical analysis. Successful candidates demonstrate their mastery of the concepts and applications they have learned by completing a series of examinations, culminating in receiving their CMT charter.
CLICK HERE to find out more about CMT Association
Innovation Sponsors
Synergy Financial Management, LLC
CLICK HERE to learn more about Synergy Financial Management, LLC
Theta Research, LLC
Theta Research serves the investment management community by gathering and verifying actual performance data on Investment Managers who employ active management techniques to limit risk and enhance overall portfolio performance. In addition to meeting the needs of investment managers, Theta also offers subscriptions available to investors interested in active portfolio strategies. At Theta, we believe there is no substitute for performance numbers reflecting actual, real-time trading.
CLICK HERE to find out more about Theta Research
