Our clients have substantial wealth and their financial circumstances are often complex, with concentrated positions in illiquid securities, tax issues, and contingent liabilities which impact asset allocation decisions.

CIFmarketplace provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success- at a significant cost savings. CIFmarketplace is the new standard of Open Architecture. The Marketplace provides Plan Sponsors of all sizes with the ability to select investment options beyond the conventional and costly mutual fund and insurance products.

TNL Asset Management LLC is an independent, fee-only investment advisory firm. In other words, we don't sell anything but advice. We push sound financial advice that's specifically geared toward each client's needs-period.

Stonebrook Capital Management, Inc is an independent registered investment advisor offering comprehensive investment services to individuals, retirement plans, institutions, foundations, & family offices. From custom financial planning to individual portfolio management, our objective and proactive investment solutions will simplify your life and help you reach your financial goals.

Padilla & Associates Wealth Management Group is an independent wealth management and advisory firm located in the San Antonio, Texas area

American Wealth Advisors

Arbus Capital Management is a fee-only registered investment advisor providing personalized investment management and advice to clients in all stages of life.

Arden Rodgers is the founder and principal of the firm.

Investment management and advice is based solely on the client’s individual needs, goals, and objectives, and not on sales commissions, bonuses, referral fees, or other factors that could generate potential conflicts of interest.

Arbus Capital Management and its principal are bound by the CFA Institute Code of Ethics and Standards of Professional Conduct, which requires all members to place clients’ interests ahead of their own.

Mariner Holdings, LLC to Grow Asset Management Business; Signs Definitive Agreement to Acquire Controlling Interest of Tortoise Capital Advisors, LLC

MREP was formed by MREM to seek opportunities in high-growth/supply constrained markets located primarily throughout the Southwest, West, and Midwest, capitalizing on special situations and current market conditions. The Fund is a private real estate placement between $25 million and $50 million in proposed size. Planned Fund closing is July, 2009.