Our Partners


Ameritas Investment Corp. (AIC) is a full service Broker/Dealer and Registered Investment Advisor.  AIC is a member of FINRA and Securities Investor Protection Corporation (SIPC).





Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services.  National Financial offers a comprehensive clearing platform, trading capabilities and business process and operations consulting to broker-dealer firms, banks and insurance companies.  As of September 30, 2015, National Financial Services LLC services millions of accounts representing nearly $3 trillion in assets under administration.  




Albridge Solutions is a leading provider of enterprise-wide data consolidation and web-based portfolio accounting and performance reporting solutions in the financial services industry.  Albridge Solutions provides enterprise wealth management services that deliver an accurate, single view of all clients' assets.  Albridge consolidates client account data from hundreds of disparate sources - proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. - making it the industry's most scalable and reliable enterprise wealth management solution.