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Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018 - Montecito Capital Management Group
Brad talks finances over local craft brews. - June 18, 2018 - Sherman Wealth Management
Brad Sherman is proud to be named one of the Investopedia Top 100 Financial Advisors. The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.
Investopedia’s... - June 18, 2018 - Sherman Wealth Management
Despite Falling Prices and Regulatory Hurdles, Hedge Funds & Venture Capital Launch Cryptocurrency Investment Funds at Record Pace - April 27, 2018 - Crypto Fund Research
Token-as-a-Service (TaaS), the first-ever tokenized closed-end fund dedicated to blockchain assets, announces the public release of its next-generation Cryptographic Audit. - March 28, 2018 - TaaS
The hybrid decentralized and community-driven crypto exchange, NEXT (https://next.exchange), is going to destroy millions of tokens. There will be 75% fewer tokens on the market than what was initially expected. - March 26, 2018 - NEXT.exchange
Dallas-based Coquest Inc., one of the largest independent introducing brokers in the U.S. derivatives markets, announced today that Mark Shore has joined its Coquest Advisors LLC as Director of Educational Research. Mr. Shore will be responsible for developing educational materials, workshops and webinars... - February 22, 2018 - Coquest Inc.
After a relatively quiet year for mergers and acquisitions in 2017, PD Wealth Solutions' Paul Graham predicts this year will produce a bumper harvest of deals between "Big Pharma" and Biotech. - February 19, 2018 - PD Wealth Solutions
For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018 - Montecito Capital Management Group
Robert Marsh, Senior U.S. Equities specialist at PD Wealth Solutions discusses the evolution of the consumer staples industry in his recently published 2018 Investment Outlook. - January 29, 2018 - PD Wealth Solutions
In a year-long contest, Sector Arc Advisors, a Chicago-based commodity trading advisor, won first in Coquest's CTA Challenge, beating out 35 other CTAs. - January 21, 2018 - Coquest Inc.
The Brilliant group of companies and Finamatrix have collaborated to create a regulated Blockchain A.I. Fund, called FIX Fund, classified as a diversified, stable-growth, and value investment fund, which mirrors the FIX Index, a portfolio of high-quality Blockchain, high-tech projects, and other liquid... - December 28, 2017 - Finamatrix
Seamans Capital Management is expanding it's Boston-based operations team with the hiring of Suzanne Matulis. - December 21, 2017 - Seamans Capital Management
Seamans Capital Management (SCM) is pleased to announce that Robert N. Cunjak has joined our investment team this month.
Mr. Cunjak was previously at Sankaty Advisors (now Bain Capital Credit), where he was a Portfolio Manager, Managing Director, and Head of the Energy Team. Mr. Cunjak also invested... - December 17, 2017 - Seamans Capital Management
The crypto-currency market is booming like never before. In just a few months the bitcoin price smashed record after record, reaching a new all-time high of $10.000. Next.Exchange, one of the leading decentralized stock exchange platforms in cryptocurrencies, welcomed today another milestone of reaching more than 25.000 traders and that in just one week after their Initial Coin Offering (ICO). - November 30, 2017 - NEXT.exchange
Zarvic Brothers met with Manning & Napier Inc.'s top executives with concerns of company performance, leadership, and fiduciary duties to shareholders. - October 02, 2017 - ZarVic Brothers LLC
RegTech company, AQMetrics announce its successful achievement of the International Organization for Standardization’s prestigious ISO 27001 certification. - September 13, 2017 - AQMetrics
Jacob Wohl has announced the public release of his Hedge Fund Business Plan, through his personal website. - July 29, 2017 - Montgomery Assets
Warrington Asset's Strategic Trading Program won the Pinnacle Award's Best Options Strategy for 5-years, only 18 months after separating from Morgan Stanley to go on its own. - July 14, 2017 - Warrington Asset Management
Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017 - Montecito Capital Management Group
Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer.
Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a news... - April 24, 2017 - Asset TV UK
Zarvic Brothers LLC announces the launch of Zarvic's Vero Fund. Building off Zarvic's annualized 36% return from the past few years, Zarvic has launched the new Vero Fund fund based on the same strategy. - November 23, 2016 - ZarVic Brothers LLC
Zarvic Brothers has successfully facilitated the sale of a 111 unit suburban apartment complex in western New York State. The complex features spacious garden style apartments, located in a park like setting. The luxury units are larger than your average apartment size. The acquisition closed in the... - November 18, 2016 - ZarVic Brothers LLC
Matt Kavanagh was one of the captains of the team that anchored the Notre Dame offense to the National Championship game in 2014 and the Final Four in 2015. In his new capacity, Kavanagh will focus on business development and sales working with endowment officers, hedge fund and institutional asset managers throughout North America. - September 15, 2016 - Greywolf Execution Partners
Zarvic Brothers (“Zarvic”) today announced the formation of a committee of independent shareholders of GEI Global (“GEIG”). (the "Committee”) to consider various strategic alternatives potentially available to the company. The formation of the committee is not in response to any proposal received by the company or an approach by a third party. - August 17, 2016 - ZarVic Brothers LLC
PrivCap Holdings acquired Wynnewood Apartments. - June 19, 2016 - PrivCap Companies
PrivCap Holdings, a subsidiary of Boca Raton based PrivCap Companies, successfully sold Aspen Place Apartments in Columbus, OH (PrivCap Buckeyes) yesterday, netting investors a 41% IRR over 22 months.
PrivCap Holdings continues to generate high yielding multifamily investment opportunities for investors... - June 17, 2016 - PrivCap Companies
JPCM has entered into a long-term partnership with Coach Mo Football Camps as the Primary Sponsor. These camps entail personal instruction, coaching and installation of football fundamentals to children from 1st through 12th grade. - June 17, 2016 - JP Capital Management
IASG Alternatives is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. Managed Futures Specialist Expands Team to Meet Increased Demand from a Growing Client Base for Alternative Investments. - June 07, 2016 - IASG Alternatives LLC
IASG Alternatives LLC is an independent and highly specialized financial services group that provides access to a premier platform of managed futures investments designed to meet the needs of sophisticated investors. - May 04, 2016 - IASG Alternatives LLC
Tax strategist, keynote speaker, and seasoned entrepreneur Nick Fortune talks about why the wealthy are so wealthy, and how businesses become successful. - February 18, 2016 - Fortune DNA
Coquest Advisors, a division of Dallas-based Coquest, Inc, one of the largest independent introducing brokers in the United States, has been launched under the leadership of former Altegris exec Max Eagye to use the firm's new research and due diligence arm to find the best commodity trading advisors for client portfolios. - September 25, 2015 - Coquest Inc.
Long-term and efficient exposure to volatility can help investors make the best of varying market cycles explains the Hong Kong based advisory firm. - August 23, 2015 - Meridian Capital Management
With receding global risks, the need for strategic investment to maximise profits, is on the rise. Meridian Capital Management, a Hong Kong based wealth management firm, has recently introduced an Investor’s Guide to help financial advisors, market analysts and clients focus on returning back to... - August 23, 2015 - Meridian Capital Management
Falling oil prices might have caused a general upheaval in the global economy but this could actually mean better opportunities for income smart investors. - August 23, 2015 - Meridian Capital Management
The CTA Challenge is a year-long real time trading contest that tests the grit of commodity trading advisors against their peers. This year's CTA Challenge, hosted by Coquest Inc., is in its final stretch but is too close to call with a strong competitive slate of traders taking part. - August 22, 2015 - Coquest Inc.
Meridian Capital Management announces introduction of Global Macro Hedge Fund for this era’s risk averse global investors, as a part of anniversary celebrations. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment advisory firm is breaking new grounds by expanding their risk management profile to revolutionize their market presence. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management’s Steven Haines announces he will be the key speaker at Hong Kong’s 2016 Small Business Leadership Forum. - August 21, 2015 - Meridian Capital Management
Meridian Capital Management announces the participation of their team in the anticipated "Emerging Markets Forum 2015" to be held in Hong Kong late 2015. - August 19, 2015 - Meridian Capital Management
A recently conducted survey by Meridian Capital Management displays a confident outlook for market growth. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm's efforts to expand its personal solutions advisory service. - August 15, 2015 - Meridian Capital Management
Meridian Capital Management, the Hong Kong based investment firm, is pleased to introduce two new execution algorithms to meet the growing demand for its Futures trading arm. The latest update to their trading software release includes new algorithms, which can now be used to achieve a broader set of... - August 15, 2015 - Meridian Capital Management
Timothy Bass joins the Hong Kong based investment brokerage as chief data officer. - August 15, 2015 - Meridian Capital Management
TrueFinancial™ Technologies, Inc. has been contracted by TiE Global to build a complete mobile solution using their TrueNative™ Platform. TiE Global is the world’s largest entrepreneurial network with 13,000 members across 60 chapters in 18 countries. TrueFinancial™ Technologies specializes in building native mobile apps for investor relations and business communications covering Apple, Android and Windows. - August 13, 2015 - TrueFinancial Technologies
Ryan Hart, CFA, CAIA, joined Coquest Inc. as Director of Research and portfolio manager. Formerly with Altegris Advisors, Mr. Hart will find and perform due diligence on new managers to add to Coquest client portfolios. - July 23, 2015 - Coquest Inc.
Coral Gables Asset Management has hired Ms. Elizabeth Fugler as CGAM’s Director of Business Development and Client Service. In her new role, Elizabeth has senior responsibility for the firm’s business development and client service group. She brings over 15 years of experience in institutional... - July 02, 2015 - Coral Gables Asset Management
TrueFinancial Technologies emerges from stealth mode with a full suite of investor relations and business communications mobile apps. Besides being the most innovative company in the space covering 100% of the market place in a native environment sets TrueFinancial apart. - June 10, 2015 - TrueFinancial Technologies
Warrington Asset Management has separated from Morgan Stanley and is now open to new clients. Headed by Texan Scott Kimple, Warrington has an 18-year track record, with an average compounded return of 11%. - May 03, 2015 - Warrington Asset Management
Fund introduces quantitative strategies based on geographical information dispersion and industry-level political sensitivity. - March 23, 2015 - Coral Gables Asset Management