The Vanguard Group, based in Malvern, Pennsylvania, has over $4.5 trillion in assets under management and is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world. Additionally, Vanguard offers variable and fixed annuities, educational account services, financial planning, asset management, and trust services.
TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors. With clients placing, on average, approximately 500,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.
Ocean Park's strategies were engineered to reduce volatility while achieving satisfying returns over a market cycle. Ocean Park and its affiliates manage or advise over $3.0 billion of client assets.
Over the past 85 years, focusing on customers and valuing people have helped Nationwide become one of the largest insurance and financial services companies in the world.
Main averages over 30 years experience, contributing a real-world perspective to the investment decision making process and makes the investment process not reliant on one individual. Personal investment in the firm's investment strategies allows the team to be 100% aligned with the clients' interests.
Gilder Gagnon Howe & Co. manages investments for individuals on a discretionary basis. Our clients are diverse in many respects but united in one: they wish for their money to grow significantly and are prepared to take a measure of risk over a number of years.
FTJ FundChoice, LLC is a leading provider of investment, reporting and service solutions. Whether you outsource investment management to third-party strategists or run your own model portfolios, our technology and service offer you the flexibility your business needs to grow.
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer investors a better way to invest. First Trust is single-minded about providing trusted investment products and advisory services.
BlackRock is trusted to manage more money than any other investment firm. BlackRock’s business is investing on behalf of its clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to us.
The mission at Toews is to improve investor outcomes by participating in market gains while avoiding significant losses. Toews' strategies attempt to exit traditional asset classes during the preliminary phase of market declines, before large losses are realized. When markets are rising, assets are fully invested and attempt to track indices.
At CrossPlan, we strive to have the finest customer service. Being available to answer your questions is very important to us. Please contact us and we will gladly assist you in any way we can.
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All rights reserved. Crossplan Money Management is a registered investment advisor. The opinions expressed herein are for general information only and should not be considered a solicitation for the purchase of any security. NOT FDIC-Insured, NO Bank Guarantee, MAY Lose value
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