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XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.
Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.
Legal & General Investment Management America, Inc. (LGIMA) is a registered investment advisor specializing in designing and managing investment solutions across active fixed income, index strategies, multi-asset, liability driven investment, and sustainable investment strategies for the US institutional market. With over $210 billion in assets under management as of September 30, 2019, LGIMA is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings) Inc., which is in turn, wholly owned by Legal & General Investment Management (Holdings) Ltd. (LGIM(H)). LGIM(H) also owns our affiliates Legal & General Investment Management Ltd. and LGIM International Ltd. Legal & General`s worldwide assets under management are over $1 trillion as of December 31, 2018.
I-Bankers Securities is a Santa Monica, CA-based company in the Financial Services sector.
Abarquez Group Inc. is a Thornhill, ON-based company in the Financial Services sector.