OUR PARTNERS
STRATEGIC PARTNERSHIPS THAT PROVIDE OUR CLIENTS' INSTITUTIONAL-LEVEL CAPABILITIES & SOPHISTICATED SOLUTIONS
Townsquare Capital is a full-service institutional trading and investment research firm. Through our partnership with Townsquare Capital, our clients are provided access to a dedicated institutional investment research team, including dedicated fixed income, equity and alternative investment specialists and a full-service institutional trade desk.
Orion a leading wealth management and technology platform. Through our partnership with Orion, our clients have access to industry-leading investment and trading technology solutions and best-in-class portfolio management software.
Portside Wealth Group is a nationally recognized SEC-Registered Investment Advisor. Portside Wealth Group provides investors access to a broad range of institutional-level resources, including industry-leading asset management services, best-in-class back office support and regulatory and cybersecurity oversight.
UI Charitable Advisors is a leading provider of flexible charitable vehicles such as Donor Advised Funds, Fiscal Sponsorships and General Field of Interest Funds. Through UI Charitable, our clients have access to an extensive array of tax-advantaged philanthropy and charitable giving options.
DPL Financial Partners is a leading annuity and insurance marketplace bringing best-in-class solutions from the nation's top carriers. Through our partnership with DPL, our clients are provided access to a wide range of commission-free insurance, annuity and risk management solutions.