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Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Caledonia is an independent global investment manager, managing private and institutional assets within a single long short equity strategy. Caledonia has offices in Sydney and New York. Caledonia was established in 1992 as a private investment group, originally to manage the investment portfolio of members of the Darling family, and later, the Nelson and Vicars families. In 1998 we extended our investment management offering to a wider selection of clients. The group manages approximately A$2.8 billion.
Fidelity Keegan is a Fullerton, CA-based company in the Financial Services sector.
DLC Management Corp is a Tarrytown, NY-based company in the Financial Services sector.