Platinum Sponsor
Asset Dedication
220 Montgomery St.
Suite 450
San Francisco, CA 94104
1.866.535.0897
www.assetdedication.com
Asset Dedication partners with planning-centric advisors by lifting the burden of investment management and back-office administration. Our investment strategy expands upon the ACP model of dedicated portfolios and links each client’s portfolio to their lifetime financial plan via our unique Critical Path system. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clients – and living their own lives - and less time dealing with technical and tedious tasks. For more details, please click here.
Low Load Insurance Services
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
https://www.llis.com/
At Low Load Insurance Services, we strive to provide what some call ‘impossible service standards.’ From the helpful person manning our phones to the members of our New Business Team who leave no stone unturned, our goal is to find the right insurance solutions for every client. Our Advisor Services Team keeps up-to-date with the latest policy designs, underwriting niches, and emerging trends in wealth protection, giving us the ability to better identify the right product mix with the necessary safeguards for your clients. And we’re always looking for ways to streamline the process. With this level of dedication, nothing is impossible.
Twenty Over Ten
980.352.0103
www.twentyoverten.com
Twenty Over Ten is an innovative platform that empowers independent financial advisors to make and manage a mobile optimized website designed to set them apart. Check us out at twentyoverten.com
We believe that accessibility and strong design should be at the core of your business, defining your brand’s reputation and the opportunities for your clients. Using our intuitive service, independent financial advisors can now create a website that is or convert their current website seamlessly and efficiently. Update your site easily using our compliance-friendly application.
Gold Sponsor
Saturna Capital
1300 N. State Street
Bellingham, WA 98255
360-734-9900
www.saturna.com
Saturna Capital Corporation, manager of the Sextant and Amana funds, uses years of investment experience to aid investors in navigating today’s volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income and preserve capital.
Saturna’s deep-rooted belief in value investing shines through in the quality of our investments. Years of experience have given Saturna financial strength and stability. Most important to Saturna’s success, however, is our clients’ success. We believe that our clients’ interest always comes first. Perhaps this is why our client relationships span so many years.
Silver Sponsor
Bert Whitehead
c/o Cambridge Connection, Inc.
26111 W. 14 Mile Road
Suite LL-6
Franklin, MI 48025
(800) 224-1040
www.bertwhitehead.com
Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally based financial theories are the foundation of the Cambridge System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.
Mackinac Savings Bank
5859 W. Atlantic Ave.
Delray Beach, FL 33409
(800) 829-9259
www.mackinacbank.com
Mackinac Savings Bank is a federally chartered savings bank based in south Florida. We have offices in Delray Beach, Boynton Beach, and West Palm Beach, as well as Michigan and Massachusetts, and we provide financing for our clients nationwide.
MAGA LTD
2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015
800-533-6242
www.magaltc.com
MAGA LTD was established in 1975 and is licensed nationally. We focus on traditional and asset-based long-term care insurance (LTCI). LTC planning protects retirement assets and provides quality choices of care. As a proud ACP Resource Affiliate, we will work with you every step of the way with plan design, underwriting criteria, and carriers. Our goal is to make the process as easy as possible. MAGA’s three principals have over eighty years of combined LTC planning experience. Allow the MAGA team’s experience and expertise in long-term care planning to work for you and your clients. Call Brian, Peter, or Murray at 800-533-6242 for more information.
www.magaltc.com
Shareholder Service Group, Inc.
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com
SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.
Wells Fargo Home Mortgage
7900 Xerxes Ave. S.
Bloomington, MN 55431
(866) 253-2030
www.mikeconrath.com
Wells Fargo Home Mortgage provides services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing.
Breakfast Sponsor
LJPR, LLC
4555 Investment Drive, Ste. 304
Troy, MI 480989
(248) 641-7400
www.ljpr.com
Exhibitors
Dimensional Fund Advisors
6300 Bee Cave Road, Bldng 1
Austin, TX 78746
(512) 306-7400
www.us.dimensional.com
Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $378 billion for clients worldwide (as of June 30, 2014).
Grendel
(888) 824-4477
www.grendelonline.com
Grendel Online CRM suite - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more. For more information, visit www.grendelonline.com.
tRx
8889 Rio San Diego Drive, Ste. 202
San Diego, CA 92108
(619) 294-4TRX
www.trxpert.com