Sponsor Listing
Platinum Sponsors
ProFunds/ProShares
ProShares and its affiliates have been at the forefront of the indexing revolution since 1997. ProShares offers one of the largest lineups of ETFs, with more than $65 billion in assets. The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. ProFunds, the affiliated mutual fund company to ProShares, manages index funds across a wide spectrum of asset classes, including broad-based equities, sectors, fixed income, commodities and currencies.
CLICK HERE to find out more about ProShares.
CLICK HERE to find out more about ProFunds.
Direxion
Direxion builds products for investors who want more than the status quo. Our index-based products deliver directional options, magnified exposure, and long-term, rules-based strategies. Founded in 1997, the company has approximately $30.8 billion in assets under management as of December 31, 2021.
Direxion has 4 offices in the U.S. and Hong Kong.
Direxion specializes in providing decisive investors with solutions that deliver the flexibility to position portfolios opportunistically.
Our Leveraged and Inverse ETFs provide opportunities for traders to:
- Magnify short term perspectives with daily 3X and 2X leverage
- Utilize bull and bear funds for both sides of the trade
- Trade through rapidly changing markets
Our Strategic & Thematic ETFs help buy-and-hold investors achieve long-term outperformance when compared to passive indexes, while seeking more specific objectives such as:
- Higher income
- Enhanced diversification
- Reduced volatility
- Excess returns, and more
A Broad Array of Non-Traditional ETFs and Mutual Funds
Since 1997, Direxion has been offering non-traditional investments to accommodate various market cycles.
For financial advisors, individual investors, institutions, and active traders, Direxion specializes in providing solutions that deliver:
- A means toward seeking broader diversification, dampened volatility and income or excess returns
- 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
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.
At Direxion, we are focused on your success. We continuously strive to provide you with the innovative products, consistent performance, and on-the-ground support to help you to take advantage of opportunities, execute your strategies, deliver for your clients, and grow your business—regardless of market conditions.
CLICK HERE to find out more about Direxion.
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
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
Gold Sponsors
Silver Sponsors
Equity Advisor Solutions
Equity Advisor Solutions provides an industry-leading, all-in-one custody and back-office solution that enables advisors to custody traditional and alternative investments on the same platform, saving time and money.
CUSTODY
We understand time is money, so we provide a seamless all-in-one custody solution to make your day-to-day more efficient. Manage all assets on a single platform including:
- Mutual funds
- Equities, ETFs, and fixed income
- Alternative investments
- Cryptocurrency
TECHNOLOGY
EAS partners with leading technology providers to offer our advisors quality solutions while keeping costs low.
- Private labeled client portal
- Data and reporting
- Cutting edge trading technology
- Systems consolidation and integration
ADVISOR SUPPORT
Every EAS client gets a dedicated Relationship Manager that gets to know you and your business.
- Transition support
- Dedicated Relationship Manager
- Client service model consultation
- Automated client billing
We understand that an advisor’s success is our success, and we are dedicated to making their lives as efficient as possible. That’s why we support advisors with industry-leading tools and talent, while offering each practice a boutique level of personal service. Independently owned and operated, we serve advisors exclusively, with no retail or proprietary businesses competing with theirs.
Learn more at www.EquityAdvisorSolutions.com.
Custody and Administration Services are provided by Equity Trust Company
Innovation Sponsors
Putnam Investments
Founded in 1937, Putnam Investments is a leading global money management firm that provides the marketplace with a range of investment offerings, including equity, fixed-income, and multi-asset strategies to help advisors and their clients address financial goals. The firm seeks to deliver superior risk-adjusted investment results over time, driven by deep fundamental research on a global scale. Putnam believes in the value of experienced financial advice, providing exemplary service, and always putting the client first.
CLICK HERE to find out more about Putnam Investments.
Blue Tractor Group LLC
Use our SEC-approved ETF wrapper to launch an actively managed ETF that provides the ideal balance of transparency for RIAs and investors, while still always protecting your confidential investment strategy and portfolio trading activity. Blue Tractor’s cloud-hosted technology powers actively managed ETFs on the NYSE and Nasdaq.
To Learn More Visit: www.bluetractorgroup.com
IMSS | Data-Centrix
IMSS is an industry leader in investment consultant database reporting and management for asset managers. As an outsourced provider dedicated to the financial services industry, we deliver to clients an efficient, robust, automated and streamlined solution employing our proprietary Data-Centrix system.
While our technology simplifies data management, our strong focus on client service and hands-on engagement to maximize database opportunities is what differentiates us. In fact, IMSS supports each client with a dedicated Client Service Manager to oversee all reporting functions end to end, including providing vital data profile consulting, comprehensive updates, database education and liaison work, and RFP/DDQ drafting.
The Data-Centrix Difference
Built for managers seeking simplicity, efficiency and resource minimization, Data-Centrix was designed to:
- Expedite the timely flow of accurate information to consultant databases globally
- Simplify the reporting process with intuitive data templates
- Significantly reduce internal resource hours wasted on data management
- Improve data integrity with built-in error detections and data reconciliation end to end
- Ensure consistency of reported data
- Provide a cost-effective, outsourced solution designed to maximize manager results while minimizing expense
