Prosperity Capital Advisors (PCA)
Prosperity Capital Advisors is an SEC Registered Investment Advisor Firm focused on helping service-oriented independent financial professionals succeed. PCA stands apart by being relevant, authentic, and infused with the passion and skill of a leadership team that knows the value of deep relationships. Investing with confidence today requires an entirely different approach. At Prosperity Capital Advisors, their structured investment management process helps us do more for our clients.
Dimensional Fund Advisors (DFA)
Dimensional Fund Advisors’ investment approach is based on academic research. Strategies are engineered to capture specific risk/return characteristics with consistency and transparency. The goal is to provide investors with a series of precisely defined, low-cost building blocks, allowing them to maximize the benefits of asset class diversification and to assemble balanced strategies. Both equity and fixed income strategies have evolved through time as a result of new research, improved quantitative tools, changing market structures, and careful attention to trading costs.
TD Ameritrade Institutional
TD Ameritrade Institutional, a division of TD Ameritrade, Inc., is one of America’s largest brokerage firms. TD Ameritrade offers clients a wide range of services which include custody of securities, trade execution, clearance, and settlement of transactions.
John DelGreco is an insurance specialist with over thirty years experience. John leads a support team that provides long-term care, disability, life illustrations, and case design.
Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients.
Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.