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Resource Partner Directory


 

NAPFA Resource Partners are made up of those companies offering services and products that cater to the Fee-Only planning community. Their support of our members and the mission of NAPFA are vital to the long-term success of the organization.

Please take a moment to review the Resource Partner directory to see if their offerings make sense or you and your business

 

 

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Categories: Please select a maximum of 3 categories that your firm offers. You have to select at least one category from the list below














 
Aegon Advisor Resources
View Firm Profile and Contacts

Website:
http://www.advisorresources.com
Category(s): Insurance

400 West Market Street, 12th Floor
Louisville, KY  40202

AEGON's Advisor Resources Group, founded in 1994, focuses exclusively on providing insurance product solutions to fee-only investment advisors.  Our core product is a no-load, low-cost variable annuity (Advisor's Edge) featuring active and passive managed subaccounts from leading investment management companies including Dimensional Fund Advisors (DFA), Vanguard, Fidelity, PIMCO and others.  This annuity is a pure solution to other, high-cost annuities.
The Advisor Resources relationship management group assists advisors by providing enhanced service and support including annuity comparative analysis, downloads and pre-completion of client paperwork.

For additional information on lower-cost annuity solutions and ideas on how we can help you grow your assets under management please visit www.advisorresources.com or contact an AEGON Advisor Resources Consultant at 800.797.9177 option 2.

 
Amerifunds Diversified Funding, LLC
View Firm Profile and Contacts

Website:
http://www.amerifunds.us

9375 E. Shea Blvd. Ste. 100
Scottsdale, AZ  85260

AmeriFunds Diversified Funding, LLC is the Investment Manager for the AmeriFunds Secured Income Fund I and Fund II. A Private Placement with a core strategy offering income and capital appreciation along with low volatility and consistent returns by investing its portfolio in First Trust Deeds and Mortgage Notes for high net worth Investors.
 
Artisan Funds
View Firm Profile and Contacts

Website:
http://www.artisanfa.com

875 E. Wisconsin Avenue, Suite 800
Milwaukee, WI  53202

At Artisan Funds, we believe that experienced, active managers investing in inefficient markets can produce superior returns over time.  We welcome long-term investors who share this belief.  Investors should consider carefully before investing the fund’s investment objective, risks and charges and expenses.  For a prospectus, which contains that information and other information about the Fund, please call 800-454-1770 or visit our website, www.artisanfa.com.  Please read it carefully before you invest or send money.  Artisan Distributors LLC, member FINRA.

 
BofI Advisor
View Firm Profile and Contacts

Website:
http://www.bofiadvisor.com
Category(s): Alternative Investments, Mortgage Financing, Separately Managed Accounts

12777 High Bluff Drive, Suite 100
San Diego, CA  92130

BofI Advisor is a concierge program designed for the broker dealer and financial advisor community offering competitive banking products with high interest rates.  We are a competition free environment with no in-house wealth management, consolidated reporting, significant on-going revenue stream, in addition to residential and multi-family mortgage products.  All accounts are FDIC insured with BofI Federal Bank, a wholly owned subsidiary of BofI Holding, Inc. (NASDAQ: BOFI)
 
Cohen & Steers, Inc.
View Firm Profile and Contacts

Website:
http://www.cohenandsteers.com

280 Park Avenue, 10th Fl.
New York, NY  10017

Cohen & Steers pioneered REIT investing more than 30 years ago.  Throughout our longstanding leadership we have fostered a culture of knowledge, innovation and advocacy on behalf of our clients.  Today we are global investment manager focused on specialty asset classes and committed to delivering superior results.   We serve a broad range of institutional and individual investors through our offices in New York, London, Brussels, Hong Kong, Tokyo and Seattle. 
 
EverBank
View Firm Profile and Contacts

Website:
http://www.everbankadvisor.com
Category(s): Alternative Investments, Mortgage Financing, Separately Managed Accounts

8100 Nations Way
Jacksonville, FL  32256

EverBank Advisor Services provides investment professionals with a portfolio of industry-leading banking, foreign currency and home lending products setting you apart from the competition. With a dedicated team of professionals, you and your clients have the support you expect through every financial transaction. Clients achieve the most complete financial plan possible; and that positively impacts your business. Contact: John T. Ryan IV, Vice President, National Sales Manager (904)-281-6375 or john.ryan@everbank.com or Program Mgr: Lourie Bartchlett (904)-281-2427 or Lourie.Bartchlett@everbank.com.
 
Five States Energy Company, L.L.C.
View Firm Profile and Contacts

Website:
http://www.fivestates.com

4925 Greenville Avenue, Suite 1220
1220 One Energy Square
Dallas, TX  75206

FSEC makes direct investments in micro-cap oil and gas producers and service companies to acquire, develop, exploit and service producing properties. These investments are in a preferred position, and incorporate fixed and variable return elements to optimize risk-adjusted investor returns.
 
Jefferson National
View Firm Profile and Contacts

Website:
http://www.jeffnat.com

9920 Corporate Campus Drive, Suite 1000
Louisville, KY  40223

Jefferson National is a leading innovator of retirement products for fee-only advisors. We’ve pioneered a unique approach to tax-deferred investing by launching Monument Advisor, the industry’s first VA with a flat-insurance fee of $20 per month and 330+ tax-deferred funds, designed expressly to fit the way RIAs work. Recognized as the DMA “2010 Financial Services Company of the Year” and recipient of more than 20 different industry awards, Jefferson National delivers superior value and continues inventing new ways to help you take your seat on the client’s side of the table. Jefferson National serves over 50,000 customers nationwide, with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT. To learn more, please visit www.jeffnat.com.

 
 
Litman Gregory AdvisorIntelligence
View Firm Profile and Contacts

Website:
http://www.advisorintelligence.com

4 Orinda Way
Suite 200-D
Orinda, CA  94563

With 25 years of manager selection and asset allocation experience, Litman Gregory’s core expertise is intensive research.  Advisors can access this expertise through the Litman Gregory Managed Portfolios, AdvisorIntelligence, and the Masters Funds.

 
Low Load Insurance Services, Inc.
View Firm Profile and Contacts

Website:
http://www.llis.com
Category(s): Insurance

2907 West Bay to Bay Blvd., Suite 102
Tampa, FL  33629-1706

Low Load Insurance Services, Inc. provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. LLIS is not made up of money managers, accountants or financial planners, nor do we solicit business from the general public. Rather, we are experts in the insurance process -- from planning to ongoing service to policy reviews -- for term, long term care, disability, annuities, hybrids, and low load fixed and variable life products from highly rated companies. We find the right insurance product based upon a client’s needs and their financial planner’s recommendations. That’s what makes us the advisor’s insurance advisor.

Judith Maurer, CEO judithmaurer@llis.com

Mark Maurer, President markmaurer@llis.com
Low Load Insurance Services, Inc.
Toll Free - 877-254-4429
Local - 813-902-0002
Fax - 813-902-0007
 
MAGA Limited
View Firm Profile and Contacts

Website:
http://www.magaltc.com
Category(s): Insurance

2610 Lake Cook Road, Suite 250
Riverwoods, IL  60015

Established in 1975, MAGA LTD. a NAPFA Resource Partner, is one of the nation’s most experienced Long Term Care Insurance (LTCI) broker specialists. In fact, Murray Gordon, CEO and Founder of MAGA LTD., was influential in the development of LTCI policy features that are still found in LTCI policies marketed more than thirty years later.  MAGA’s experience and commitment to the LTCI industry ensures that you and your clients are always up to date with the latest  information. MAGA created a LTCI group discount for NAPFA members and eligible family members. Allow MAGA’s experience and expertise in long term care planning to work for you and your clients. Call Brian Gordon, Peter Florek or Murray Gordon at 800-533-6242 for more information. www.magaltc.com 
 
Markel Cambridge Alliance
View Firm Profile and Contacts

Website:
http://www.cambridgealliance.com
Category(s): Insurance

PO Box 64998
Burlington, VT  05406

We offer a national Errors & Omissions Insurance program for Registered Investment Advisors (RIA's) and Investment Advisory Representatives (IAR's) who are typically financial planners and asset managers. Our program is available in all 50 states and is endorsed by several financial associations.

 
Murvin &Meier Oil Co.
View Firm Profile and Contacts

Category(s): Alternative Investments

1531 S. Grove Avenue, Suite 203
Barrington, IL  60010

Murvin & Meier Oil Co. markets private placements of working interest energy investments. These multi-well natural gas Drilling Programs are suitable for high net worth individuals and offer participants investment diversification, long-term income, and substantial tax savings.

 
My Disability Plans
View Firm Profile and Contacts

Website:
http://www.mydisabilityplans.com/advisor
Category(s): Insurance

5353 Gamble Drive
Ste. #300
Minneapolis, MN  55416

When your client is sick or hurt and unable to work, nothing will be as critical to their financial survival as income continuation.  When implementing your client’s income protection plan, you need a specialist who understands the intricacies of disability contracts and has direct access to the marketplace. 
For almost 20 years, the professionals of MyDisabilityPlans.com have assisted financial professionals by placing over 30,000 individual disability contracts.  No advisor resource has more experience!  We provide fee only advisors with expert advice, professional consultation and start-to-finish disability insurance implementation.
MyDisabilityPlans.com specializes in all things disability insurance, from in-force contract reviews, detailed market comparatives and a consistent and repeatable process to implement the best disability insurance coverage for your clients.
This is too important to you and your clients to not to have the best resource working for them.
 
  Mitchell D. Nelson, President -  mitch@mydisabilityplans.com
(Underwriting/Implementation) Jeff Pantze –  jeff@mydisabilityplans.com
(Active Policy Service) Tara Bischel –  tara@mydisabilityplans.com
(New Business)  Ana Helgeson –  ana@mydisabilityplans.com
 Call Us Toll Free at (855) 693-4752

 
Osterweis Capital Management
View Firm Profile and Contacts

Website:
http://www.osterweis.com
Category(s): Mutual Funds, Separately Managed Accounts

One Maritime Plaza, Suite 800
San Francisco, CA  94111

Osterweis Capital Management was founded in 1983 by John Osterweis to serve the portfolio management needs of high net worth individuals.  Osterweis Capital Management has grown to over $5 billion in assets under management and offers equity and fixed income investment strategies through mutual funds and separate accounts.
The fundamentals underlying the firm's investment philosophy are flexibility and disciplined investment analysis. The firm does not believe it is in clients' best interest to constrain investing solely to certain segments of the market. In the firm’s view, doing so exposes portfolios to unnecessary risk and limits possible upside. Flexibility allows the firm to shift allocations away from areas of perceived risk, while discipline allows it to uncover securities the firm believes have significant potential for appreciation.  Osterweis Capital Management is focused on helping financial advisors and their clients meet their long-term investment goals.
 
 
Payden Mutual Funds
View Firm Profile and Contacts

Website:
http://www.payden.com

333 South Grand Avenue
Los Angeles, CA  90071

Payden & Rygel, advisor to the Payden Mutual Funds, is a partner you can trust. With 29 years of experience, we are a leader in the active management of fixed-income and equity portfolios through domestic and international solutions. Advising the world’s leading institutions and investors, we provide strong performance and real-world strategy on the global economy and capital markets.  The firm is headquartered in Los Angeles with offices in Boston, London and Frankfurt and has over $66 billion in assets under management.  For more information, visit www.payden.com.
 
 
Ryan Insurance Strategy Consultants
View Firm Profile and Contacts

Website:
http://www.Ryan-Insurance.net
Category(s): Insurance

5690 DTC Blvd, Suite130W
Greenwood Village, CO  80111

John Ryan, CFP and his team have been consulting with NAPFA members since 1983 on the evaluation of life, disability and long-term care insurance planning for their clients. Over 100 insurance companies’ products are considered. Additionally, a network of industry advisors is available to help NAPFA members solve more complicated planning issues.
 
RISC is also the Plan Administrator for the NAPFA Group Long Term Disability Plan.
 
 
Scottrade Advisor Services
View Firm Profile and Contacts

Website:
https://advisor.scottrade.com/
Category(s): Custodian, ETF's, Mutual Funds

12800 Corporate Hill Drive
St. Louis, MO  63131

Scottrade® Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors. With low commissions, no minimum asset requirement, no enrollment fees and advanced account management tools, Scottrade® Advisor Services provides exceptional value to advisors looking to grow their businesses. Advisors with Scottrade® Advisor Services also receive personalized service through dedicated relationship teams, while local branch offices provide support without competing with your business. For more information about how Scottrade® Advisor Services can help you better serve your clients, visit advisor.scottrade.com.
 
Scout Investments
View Firm Profile and Contacts

Website:
http://www.scoutinv.com
Category(s): Mutual Funds, Separately Managed Accounts

1010 Grand Blvd.
Mailstop 1020301
Kansas City, MO  64106

Scout Investments: Helping Clients See Further
For 30 years, Scout Investments has provided equity and fixed income strategies through separate accounts and the Scout Funds to meet the needs of institutional clients and individual investors. We manage more than $22 billion through our Scout and Reams Asset Management divisions. With an investment approach built on common sense, diligence, and unwavering conviction, we focus on delivering relative outperformance over full market cycles while managing risk. Our investors benefit from a team of experienced investment professionals and our commitment to leveraging the unique strengths of our equity and fixed income divisions. Scout is a wholly owned subsidiary of UMB Financial Corporation. For more information, visit scoutinv.com. UMB Distribution Services, LLC, Distributor.
 
Security Benefit, A Guggenheim Partners Company
View Firm Profile and Contacts

Website:
https://www.securitybenefit.com

One Security Place
Topeka, KS  66616

Security Benefit, a Guggenheim Partners Company, is a diversified financial services and technology company with nearly $49 billion in assets under management and administration.  Offering retirement and investment solutions through independent advisors and RIAs in all 50 states, we specialize in innovative asset management solutions including EliteDesigns, a fee based, tax deferred variable annuity. This competitively priced annuity was developed specifically for the fee based advisor community, offering subaccounts from 20 of the most recognized and respected money managers in the industry. For more information about EliteDesigns and Security Benefit, please visit elitedesignsinvestments.com or call 877-700-6847, option 2, 2.
 

 

 

 
Selected Funds
View Firm Profile and Contacts

Website:
http://www.selectedfunds.com
Category(s): Mutual Funds

124 East Marcy Street
Santa Fe, NM  87501

At the Selected Funds our goal is to create and preserve wealth for shareholders over time.  We have remained steadfastly dedicated to the same patient, long-term investment discipline for over 40 years.  Using our rigorous and research-intensive investment discipline, we seek to invest in durable, well managed businesses that can be purchased at value prices and held for the long term.  Demonstrating our commitment to shareholder stewardship, the Davis family, employees and directors are among the largest shareholders in the various mutual funds our firm manages.  With more than $2 billion invested side by side with fellow shareholders as of December 31, 2011, our interests are closely aligned with those of our clients.
 
Sincere & Co.,LLC
View Firm Profile and Contacts

Website:
http://www.sincereco.com
Category(s): Mutual Funds, Separately Managed Accounts

2424 Lincoln Street
Suite 600
Evanston, IL  60201

Sincere & Co., founded in 1997, is a third party marketing and distribution company that represents undiscovered mutual fund managers to independent RIAs.  Sincere chooses only those managers willing to provide ongoing materials and dialog that give advisors deeper insight into their fund, category, and how the macro-economy affects their decisions.  Current clients include Marketfield Asset Management (Marketfield Fund - MFLDX) and Kottke Associates (Kottke Commodity Strategies Fund - KCFIX).  For more information, call 847.905.0225, email info@sincereco.com, or visit www.sincereco.com.

 
SQN Capital Management
View Firm Profile and Contacts

Website:
http://www.sqncapital.com

110 William Street, 26th Fl.
New York, NY  10038

SQN Capital Management

SQN Capital Partners is the parent company of multiple specialized asset backed investment managers including SQN Capital Management and SQN Realty Finance. SQN Capital Management is the manager of the SQN Alternative Investment Funds and the SQN Special Opportunity Funds which focus on revenue-producing, business-essential investment assets. SQN Realty Finance is a real estate investment firm with a singular focus of providing superior risk-adjusted returns through direct investments in commercial properties. Contact: Michael Ponticello-SQN Capital Management (212) 422- 2166 or Isaac Gregory-SQN Realty Finance (214) 842-6770.

www.sqncapital.com

 
T. Rowe Price Investment Services, Inc.
View Firm Profile and Contacts

Website:
http://www.troweprice.com/fi
Category(s): Mutual Funds

100 East Price Street
Baltimore, MD  21202

T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $489.5 billion in assets under management as of December 31, 2011.

 
TD Ameritrade
View Firm Profile and Contacts

Website:
http://www.tdainstitutional.com

1 Plaza Four A
Jersey City, NJ  07311

The TD Ameritrade Institutional Difference
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors (RIAs) and their clients. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, we continually speak out to ensure that RIA needs and the needs of investors are always considered within the regulatory environment. When you choose to work with us, you’ll see how deeply we are committed to your success. Visit us at www.tdainstitutional.com or call us at 800-934-6124. 
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
 
 
TIAA-CREF
View Firm Profile and Contacts

Website:
http://www.TIAA-CREF.org

4969 US Highway 42, Ste. 1600
Louisville, KY  40204

As a leading provider of 403(b) retirement plans, TIAA-CREF is dedicated to serving the retirement needs of those in the academic, medical, cultural and research fields. We are committed to seeking consistent, long-term performance and solid returns. We keep our fees low to help our participants maximize their investments and ensure more of their money is working hard for them. TIAA-CREF also offers after-tax annuities, mutual funds, life insurance, education savings and trust services. For additional information on how TIAA-CREF partners with advisors, please contact Advisor Services at 1-888-842-0318 or visit our website at www.tiaa-cref.org/advisors.
 
Tuition Plan Consortium / Private College 529 Plan
View Firm Profile and Contacts

Category(s): Education Planning

700 Rosedale Ave., Ste. 1620
St. Louis, MO  63112

OppenheimerFunds’ Private College 529 Plan
Help Clients Outsmart Tuition Inflation and Avoid Market Risk
Structured as a pre-purchase of tuition, Private College 529 Plan offers clients—a guaranteed way to lock in today’s tuition rates at a diverse group of over 270 private colleges and universities across the country. privatecollege529.com
 
U.S. Energy Development Corporation
View Firm Profile and Contacts

Website:
http://www.usenergydevcorp.com
Category(s): Alternative Investments

2350 North Forest Road, Suite 9A
Getzville, NY  14068

U.S. Energy Development Corporation is a vertically integrated, independent Oil and Natural Gas Driller and Producer. With the goal of improving energy independence in the United States, U.S. Energy is very active in the acquisition of income-producing properties and new drilling opportunities. The company’s investment focus is on risk mitigation, economic performance and tax advantages. U.S. Energy is consistently ranked among the Top 50 Independent Oil & Gas Drillers in the United States and is one of the largest drillers in both New York and Pennsylvania.
The company has acted as operator with respect to the drilling of more than 1,800 wells from 1980 to present throughout 8 States and Canada, and has a current lease inventory in excess of 300,000 acres. U.S. Energy is also an active Joint Venture partner and has teamed with many of the nation’s largest oil & gas drilling companies.
 
Wells Fargo Home Mortgage
View Firm Profile and Contacts

Website:
http://www.mikeconrath.com
Category(s): Mortgage Financing

7900 Xerxes Avenue South
Suite 220
Bloomington, MN  55431

Wells Fargo Home Mortgage* is a NAPFA Resource Partner with a dedicated Home Mortgage team to serve the unique needs of NAPFA members. We provide services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing and more. Your toll-free number is 866 253-2030.
 
 
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