Unit Investment Trusts
Manta has 4,526 businesses under Unit Investment Trusts in the United States
Featured Company Listings
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Annuities
Life Insurance
Final Expenses
Health Insurance
Medicare
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Fitness
Menachem Moscovitz is an experienced and dedicated fitness trainer based in Las Vegas, Nevada. With his wealth of knowledge and expertise in fitness and nutrition, Menachem is committed to helping his clients achieve their fitness goals and live their best lives. Whether you are looking to build strength, lose weight, or improve your overall health and well-being, Menachem's personalized training and nutritional advice can help you get there. With a focus on safety, efficiency, and effectiveness, Menachem creates customized workout plans that are tailored to his clients' goals, abilities, and preferences. By combining his expert guidance with your hard work and dedication, Menachem can help you achieve the results you want and feel your best. Contact Menachem today to start your fitness journey and take your health to the next level.
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Categorized under Insurance Annuities
SE2 has a proven track record in delivering technology driven transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.
About Eldridge:
Eldridge grows diversified businesses with a focus on Insurance; Credit; Technology; Real Estate; Sports and Media; and Consumer. In particular, the firm seeks to build and grow businesses led by proven management teams that have demonstrated leadership and experience to scale an enterprise. Eldridge is headquartered in Greenwich, Connecticut, with additional offices in Beverly Hills, New York, and London. To learn more about Eldridge please visit www.eldridge.com.
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Wealth Management Through Market-Side Partnership
Retirement Planning
Estate Planning
Living Benefits
Life Insurance
At Westridge Equity Partners, we feel diversification amongst asset class is the truest way to financial success. Our market side partnership has allowed us the ability to safely protect and grow our client’s assets while still maintaining an adequate amount of liquidity.
Our retirement income and growth plans start with a foundation built on trust, communication and commitment. By taking the time to understand your financial needs, goals and objectives, we will customize a plan that will allow you to succeed in retirement.
About Steve:
Since June of 2006, Steve has helped hundreds of pre-retirees and retirees with many concerns regarding retirement. Partnering with some of the industries top Safe Money Radio experts has given him the opportunity to build life long relationships with individuals and their families.
Steve founded Westridge Equity Partners, LLC. in May of 2007 with a mission to put his clients first and provide financial solutions that are trusted, reliable and effective. He guided his company and clients through the Financial Crisis of 2007 and 2008 untouched, a testament to his future commitment within the financial services industry.
Steve’s business life closely resembles his personal life, as his Faith in God is the foundation for them both. He lives in Prosper, TX with his wife Erica and 3 daughters Kylie, Dylan and Kenzie. When not working or hanging out with family and friends, you will most likely find him competing in CrossFit or outdoors hunting, enjoying an escape from the concrete jungle.
Hours of Operation: Mon-Fri:(8am-6pm) & Sat:By Appointment
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Financial Advisor, CPA, Personal Financial Planning
We have been blessed to be in this business through some very difficult economic situations in this country, and believe we have helped numerous clients through their difficult financial times.
2 North Riverside Plaza # 600
Chicago, IL
(312) 454-1800
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Categorized under Investment Offices, Nec
Equity Group Investments is a private investment firm specializing in opportunistic, often complex and contrarian, investments across industries, in public or private companies, with controlling or non-controlling interests, in debt or equity, short- or long-term, at any point in the economic cycle. Founded by Sam Zell in 1968, the firm's multi-billion dollar investment portfolio includes businesses in transportation and logistics, energy, waste and infrastructure, manufacturing, communications, healthcare, agribusiness, insurance, and real estate. Zell also maintains substantial interests in, and is the Chairman of, several public companies listed on the New York Stock Exchange, including Equity Residential (EQR), an apartment real estate investment trust (or REIT; Equity LifeStyle Properties (ELS), a manufactured home and resort community REIT; Equity Commonwealth, an office REIT; Covanta Holding Corporation, an international owner/operator of energy-from-waste and power generation facilities; and Equity Distribution Acquisition Corp, a special purpose acquisition company (SPAC) targeting opportunities to apply technological advancement within the industrial industry. Within direct investments, Equity Group Investments invests in distressed, stand-alone capital restructuring, middle market, later stage, mature, turnaround, late venture, PIPEs, bridge, buyout, recapitalization, growth capital, and turnaround investments in large companies. Within fund of fund, the firm invests in private equity funds, venture capital funds, mezzanine funds, hedge funds, and secondary investments.
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Personal Injury Attorney
Personal Injury Law
Auto Accident Attorney
Motorcycle Accident Attorney
Personal Injury Lawyer
This is remove
650 NE Holladay Street, Suite 1600
Portland, OR
(503) 946-5656
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Categorized under Investment offices, nec
Real Estate Transition Solutions is a real estate investment advisory firm specializing in tax-deferred 1031 Exchanges & Delaware Statutory Trusts. For over 20 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well planned, tax-efficient transition strategies carefully designed to meet their financial & lifestyle objectives.
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Disability Insurance
Life Insurance
Critical Care
Annuities
Term Life Insurance Plans
For over 25 years, Sandberg Financial Services, has offered unique retirement strategies designed to reduce taxes, provide tax-favored distribution - while providing multiple Asset and Income protections for dependents. There are many simple solutions to debt-free living, even before retirement. Protect your retirement future, your loved one's, and their inheritance by learning more about how to better prepare for retirement. Packing the right tools for a successful, worry free, guaranteed retirement income is one of the best ways to insure that you and your dependence will not run out of money during your retirement years.
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Medicare Supplemental
Retirement Planning
401K Rollover
CD Rollover
Generation X
Nowadays, it seems like many people are offering personal financial guidance. This guidance can come from self-proclaimed pros involved with Online Media or maybe a good intentioned, nonetheless misinformed friend or family member. Although great advice will help you to preserve more money in your pocket, misguided help can certainly leave you attempting to excavate yourself out of a serious economic predicament.
Frequently, whenever a financial investment con guarantees positive results, you will find that you may have performed better without having used a personal financial advisor.
Regardless of whether you are new to investing or simply trying to find some direction to help get your finances on the right track, we have the resources, perception, and other methods to assist you in rendering wise financial investment selections.
All Company Listings
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Investing Services
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Categorized under Investment Offices, Nec
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Categorized under Management Investment Funds, Closed-End
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Categorized under Investment Offices, Nec
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Categorized under Investment Offices, Nec
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Annuity Services
Estate Planning
Final Expense
Life Insurance
Retirement Planning Services
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Categorized under Investment Offices, Nec
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Financial
Financial Advisors
Annuities
Auditing Services (financial)
Educational Financial Aid Services
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Categorized under Insurance Annuities
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Categorized under Investment Offices, Nec
9515 Indianapolis Boulevard # 3
Highland, IN
(219) 922-0767
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Categorized under Investment Offices, Nec
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Categorized under Investment offices, nec
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Categorized under Unit Investment Trusts-Certificate Offices
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Categorized under Management investment funds, closed-end
Foundation First Property Group offers full leasing and property management services in the Hanover, York and Adams County areas We manage all aspects of an investment property including advertising, leasing, tenant placement, rent collection, property maintenance, financial reporting and legal representation. We also offer tenant placement services for owners who will continue to manage their property. As a licensed real estate brokerage, we also assist with buying and selling properties as well.
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Categorized under Management Investment Funds, Closed-End
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Wealth Management Through Market-Side Partnership
Retirement Planning
Estate Planning
Living Benefits
Life Insurance
At Westridge Equity Partners, we feel diversification amongst asset class is the truest way to financial success. Our market side partnership has allowed us the ability to safely protect and grow our client’s assets while still maintaining an adequate amount of liquidity.
Our retirement income and growth plans start with a foundation built on trust, communication and commitment. By taking the time to understand your financial needs, goals and objectives, we will customize a plan that will allow you to succeed in retirement.
About Steve:
Since June of 2006, Steve has helped hundreds of pre-retirees and retirees with many concerns regarding retirement. Partnering with some of the industries top Safe Money Radio experts has given him the opportunity to build life long relationships with individuals and their families.
Steve founded Westridge Equity Partners, LLC. in May of 2007 with a mission to put his clients first and provide financial solutions that are trusted, reliable and effective. He guided his company and clients through the Financial Crisis of 2007 and 2008 untouched, a testament to his future commitment within the financial services industry.
Steve’s business life closely resembles his personal life, as his Faith in God is the foundation for them both. He lives in Prosper, TX with his wife Erica and 3 daughters Kylie, Dylan and Kenzie. When not working or hanging out with family and friends, you will most likely find him competing in CrossFit or outdoors hunting, enjoying an escape from the concrete jungle.
Hours of Operation: Mon-Fri:(8am-6pm) & Sat:By Appointment
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Categorized under Investment Offices, Nec
Peavine Capital is an independent investment management firm serving institutions and high net worth individuals. Our common sense investment process emphasizes patience, disciplined exposure to the capital markets and decisive risk management.
335 Madison Avenue Floor 24
New York, NY
(646) 658-2200
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Categorized under Investment Offices, Nec
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Categorized under Investment Offices, Nec
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Categorized under Insurance Annuities
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North American
Supplemental Income
Life Insurance
Retirement Planning Services
Annuities
My company places our clients in a position to have a guaranteed income stream in retirement that will supplement Social Security and last as long as they live while eliminating all risk from their investments.
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Categorized under Investment Offices, Nec
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Categorized under Face Amount Certificate Issuing
Contact us at (954) 947-7904 in Coral Springs, FL, to have a skilled hypnotist work with you to reduce stress, solve relationship issues, and overcome your fear of public speaking.
800 Northeast Tenney Road #Suite 110-110
Vancouver, WA
(360) 787-9317
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Categorized under Insurance Annuities
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Categorized under Investment Offices, Nec
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NAV Calculation
Compliance Services
Cash Management
Investment Calculator
Administered Funds
Transcontinental Fund Administration Ltd., services locations in the United States and the Cayman Islands, is an independent firm providing private equity, venture capital, real estate and hedge funds administration services. Our clients have been taking advantage of our extensive private equity, real estate and hedge fund expertise for more than a decade. As a fully licensed fund administrator under the Cayman Islands Monetary Authority (CIMA) as Mutual Fund Administrator since 2001, our solutions offer themselves to all fund types, structures and strategies globally. The Company’s administrative services include fund accounting and valuation, investor servicing, audit support, conducting AML and due diligence procedures on potential investors. TFA’s state-of-the art proprietary reporting system helps us meet each of our clients’ complex reporting needs. Our strict guidelines assist our clients with their operational diligence and help them keep their focus on the investment strategies while safe keeping their back office and investor facing business processes. Please proceed to our website to learn more about our services at www.tfaadmin.com
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Categorized under Investment offices, nec
ACL Family Office Co is the private investment office responsible for managing and overseeing our family's long-term investment portfolio.
Rather than relying on a single investment approach, we partner with carefully selected investment managers, research providers, and specialized strategies.
Every allocation is continuously evaluated based on performance, risk management, and its contribution to the overall portfolio, allowing us to adapt as markets evolve while remaining committed to disciplined stewardship, prudent risk management, and long-term capital appreciation.
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Categorized under Investment Offices, Nec
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Categorized under Insurance Annuities
SE2 has a proven track record in delivering technology driven transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.
About Eldridge:
Eldridge grows diversified businesses with a focus on Insurance; Credit; Technology; Real Estate; Sports and Media; and Consumer. In particular, the firm seeks to build and grow businesses led by proven management teams that have demonstrated leadership and experience to scale an enterprise. Eldridge is headquartered in Greenwich, Connecticut, with additional offices in Beverly Hills, New York, and London. To learn more about Eldridge please visit www.eldridge.com.
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Categorized under Investment Offices, Nec
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Categorized under Investment Offices, Nec
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Categorized under Insurance Annuities
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Categorized under Investment Offices, Nec
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Categorized under Investment Offices, Nec
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Categorized under Management Investment Funds, Closed-End
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