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Lane Gate Advisors is a boutique investment management practice focused on certain segments of the specialty finance market. The Principals of Lane Gate have deep experience in all sides of the capital and life settlements markets, ranging from product structuring, development and marketing to raising and deploying capital. Our industry background and relationships are deep and complementary. Lane Gate works with both HNW and institutional investors to tailor investment strategies that best fit their goals.
Heritage Trust Company is a Oklahoma City, OK-based company in the Financial Services sector.
Greater Iowa Credit Union is a West Des Moines, IA-based company in the Financial Services sector.
SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
Green Street Advisors is an industry leader in real estate and real estate investment trust (REITs) research and advisory services for over 30 years. Our dedicated research professionals generally cover far fewer companies per researcher than is typical for a securities firm. This specialization, coupled with our independence, allows for exceptionally detailed and timely analytical work while avoiding the conflicts of interest.