While the current environment requires us all to make adjustments, what remains consistent is our dedication to celebrating the industry’s top wealth advisors at our premier Barron's Advisor Summits. |
Underwriters
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. Our purpose is creating opportunities to rise. We support sustainable and inclusive growth by connecting the ideas, innovations and aspirations of our customers and clients to the capital that can bring them to life. For over 325 years we have funded progress, and today we remain committed to helping make our world more sustainable, more inclusive and more connected. Brinker Capital is a privately-held investment management company. For over 30 years, Brinker Capital’s purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital, Inc., is a registered investment advisor. 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, 2019, Dimensional and its affiliates manage $609 billion in USD for investors worldwide. Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our 13 distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, Invesco managed $1.2 trillion in assets on behalf of clients worldwide as of June 30, 2019. 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. At First Trust, we are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. As of October 31, 2018, First Trust offers 140 ETFs, has approximately $125 billion in assets under management or supervision, and is the 6th largest ETF provider in the U.S. DPL Financial Partners is the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to RIA practices. DPL’s mission is to create a marketplace of no-load annuity and insurance products that enables RIAs to incorporate insurance into their practice to more holistically serve their clients and grow AUM. Clients benefit from products with improved pricing and fiduciary implementation rather than a commissioned, sales-driven one. Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Registered Investment Advisors and Investment Advisor Representatives. We provide capital to assist with acquisition, succession, transition, debt consolidation and more. RIA’s and IAR’s can take advantage of our cash-flow loans up to $30 million to help you grow and exceed your goals. We are a direct, non-SBA lender and handle loan processing, underwriting and servicing in house. Our unique cash flow analysis, RIA industry knowledge and innovative technology align to meet the growing demand for RIA financing. |
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