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Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer`s specific investment needs. Luma`s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
Sowell Management Services is a privately held, independent registered investment advisory firm with over $1.6 billion in assets under management. We offer a full suite of business functions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, portfolio management and trading. Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable. Visit our website to learn how to join the SMS family! Please note that current regulatory policy does not allow us to receive testimonials of any kind including Endorsements of skills and expertise. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of Sowell, our services or our performance. This is the official Sowell Management Twitter page. Postings considered by the facilitator to be inappropriate will be removed and the follower blocked from future use. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. Information shared from third-party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Star Choice Credit Union is a Minneapolis, MN-based company in the Financial Services sector.
Southern Federal Credit Union is a Fayetteville, GA-based company in the Financial Services sector.
We serve growth-oriented businesses that are healthy and thriving, have a good business model, and seek a diversified capital structure. We provide access to cost-effective capital without the rigidity of a bank, and we do not seek control of your business like a private equity or venture capital firm would. We are intentional about who we work with—we work with people who understand our value system. We are passionate about having the fruits of our work enrich the lives of our stakeholders and communities, and we work with people who share that passion. Our worldview defines the way we interact with people, and it impacts the way we define success. We believe in cultivating significance over success. That mission thus goes beyond financial or professional success and includes having a positive impact on the people around us and on the communities in which we live and work.