NAPFA Spring 2024 National Conference
Premier Exhibitors
Altruist exists to help everybody get more from their money by empowering independent advisors to drive better results for more clients at lower costs. We’re obsessed with helping people get more from their money by empowering advisors to drive better results at lower costs for any number of clients. When independent advisors can deliver better results to more clients at lower costs, everybody wins.
Capitalism, Entrepreneurship, and Innovation create a unique investment opportunity in a Secured and Collateralized Portfolio. With a minimum $50,000 investment, Accredited Investors enjoy a product with unparalleled flexibility, a liquidity option with no attack on principal, and options for investors to roll to longer investment durations with higher interest rates. Yrefy is available to Independent RIAs. Learn more at www.investyrefy.com to experience the investment simulator and much more.
Exhibitors
Fee-Only advisors need a trustworthy insurance resource with the singular goal of providing objective, unbiased, strategy-driven, plan-based insurance support. AdvisorServe operates as your virtual insurance department, providing support with Life Insurance, Disability Insurance, Long Term Care Insurance, and Annuities.
Advyzon is a comprehensive platform with multiple tools to help wealth management firms run and scale. We provide eight completely customizable capabilities with powerful business intelligence including: performance reporting, flexible billing, robust client relationship management (CRM), trading & rebalancing, client portal and mobile app, secure and compliant document storage, investment management (TAMP), and seamless prospecting. Do this all in a single, integrated platform.
We are America’s largest Catholic-oriented mutual fund family. Ave Maria Mutual Funds are designed specifically for serious long-term investors who want to practice morally responsible investing. Our pro-life and pro-family approach eliminates companies that conflict with teachings of the Catholic Church. The Fund family consists of six diversified funds. Smart Investing and Catholic Values.
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Credent Wealth Management is a fee-only fiduciary that partners with advisors looking to maximize the value of their life’s work, both through succession planning and merging. Credent’s integrator model lets advisors capitalize on their wealth opportunity, making it possible to increase firm valuation while removing themselves from the burden of operational complexity. Our ensemble approach allows our partner-advisors to focus on the areas they enjoy working in, while also delivering a phenomenal service.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2023, Dimensional and its affiliates manage $677 billion in USD for investors worldwide.
Gordon Associates Long Term Care Planning
Gordon Associates has offered a range of cutting-edge Long Term Care Insurance (LTCI) solutions since 1975 – Stand-Alone “Traditional” LTCI and Hybrid Asset-Based Life/Annuities with LTCI Riders. Our experienced team provides attentive customer service, policy reviews and claims support. We are committed to LTCI education and offer CFP®️-Approved programs. We are the nation’s most experienced LTC specialist and Licensed Nationally. Put our expertise to work for you and call Brian Gordon or Peter Florek at 800-533-6242.
Holistiplan is an award-winning tax planning software solution for advisors, built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities. Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®️, CFP®️, and Kevin Lozer, CFP®️ to accomplish what have been historically two competing goals in the financial services profession: to streamline the financial planning process for advisors while improving it for every client. Learn more at holistiplan.com.
LLIS offers fee-only financial advisors and clients comprehensive insurance consulting and support services. Our expert team handles planning, ongoing service, and policy reviews for various insurance solutions. Introducing ALLIS, our robust advisor-client relationship system, aligns with LLIS's high-touch, high-tech approach. With 25 years of experience, we seamlessly assist clients in reaching income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®️.
With 28 locations across the U.S., the Piper Sandler fixed income team provides the full array of taxable and tax-exempt investment solutions, with multi product trading desks across a 50-state distribution network. The fixed income platform is also closely integrated with the firm’s investment banking and public finance groups. Additionally, our financial strategies group within fixed income consists of 30+ dedicated strategists who draw upon their expertise in fixed income portfolio management and macroeconomics.
With a history dating back over 100 years, Transamerica is a leading provider of life insurance, retirement, and investment solutions. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and safeguarding their loved ones. Transamerica provides a broad range of individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts and investment products including mutual funds, annuities, stable value solutions, and asset management services.
Visory is a hands-on technology, cybersecurity and hosting solutions partner to more than 4,500 organizations, including independent financial advisors and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help its clients grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.
