investment advisory

Advisors Management Group (AMG) is a fee-only Registered Investment Advisor firm organized in 1988, serving individuals, families, and small businesses nationwide from offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. As fiduciary advisors, AMG provides coordinated investment advisory, financial planning, tax, accounting, payroll, and business consulting services under one firm.

AccountingBusiness consultingfinancial planningpayroll processingTax planningTax preparationworkplace retirement plan consulting

Alerus Financial, N.A. partners with individuals and businesses to deliver banking, wealth management, and retirement and benefits solutions. It offers personal and business checking and savings, credit cards, digital banking, home and business loans, treasury management, commercial real estate lending, investment services, retirement plans, and health savings accounts.

bankingcommercial real estate lendingequipment financingfinancial planningmerchant servicesretirement and benefits solutionsSBA lendingtreasury managementtrust serviceswealth management

Allies Commercial Realty is a WBENC-certified, women-owned commercial real estate brokerage and advisory firm based in Indianapolis, Indiana. Founded in 2020, it assists landlords, tenants, and investors with industrial, office, retail, and land properties across Indiana and nationwide, offering landlord and tenant representation, asset acquisition and disposition, site selection, and property management.

asset acquisition and dispositionBroker Opinion of Valuelandlord representationlease review and renewalproperty managementsite selectiontenant representation

Bryant Home Rental is a real estate company that provides affordable homes, property management, and real estate investment services. It offers affordable housing solutions, property management including rent collection, maintenance, repairs, and tenant screening, real estate investment services, market analysis, investment advisory, and property maintenance. The company is located in Tyler, TX.

maintenanceMarket Analysisproperty managementrent collectionrepairstenant screening

C3K Properties LLC is a Georgia-based small business that integrates Residential and Commercial Real Estate services with government and institutional supply chain support. It assists public agencies, universities, businesses, and individuals with property acquisition, leasing, and disposition, while also supporting operational needs through compliant sourcing of IT, equipment, and facilities supplies via authorized distributors.

compliant sourcing via authorized distributorsdispositionlandlord representationleasingprocurement supportproperty acquisitiontenant representation

Charm City Capital is Baltimore's investment advisor, established in 2022 and based in Baltimore City, MD. The firm offers wealth management services including brokerage accounts, retirement accounts, and education savings plans.

financial guidancestrategic-planningwealth management

GreenMax Capital Group is a fund management and investment advisory firm advancing sustainable development in emerging markets. It mobilizes and manages capital where markets fail, transforming climate, energy access and energy transition challenges into bankable, scalable and impactful solutions.

blended finance designfund managementrisk mitigation facilitiestechnical assistance

Clarus Wealth Management was launched in 2011 by founder Jason Stroede to provide clarity for clients seeking a better understanding of their financial future. The firm's mission is to provide counsel and strategies consistent with clients' personal values and objectives, serving individuals, families and businesses with investment, retirement, divorce, business and estate planning strategies.

estate planningfinancial planninginsurance adviceretirement planningseminars and workshopsSocial Security optimization softwaretax strategies

Commercial Equities Group (CEG) is a full-service commercial real estate brokerage and SDVOSB-certified, veteran-owned company headquartered in Edina, Minneapolis, and St. Cloud, Minnesota. Led by founder and managing partner Jeff Salzbrun, CEG assists private and government clients with buying, selling, leasing, investing in, and managing commercial properties. CEG comprises three branches: investments, brokerage, and property management.

commercial real estate brokeragefinancingportfolio managementproperty managementtransaction management

Davis Asset Realty, LLC is a full-service Georgia real estate brokerage serving Metro Atlanta, founded by Robert L. Davis Jr., who serves as Broker/Owner. The firm provides residential and commercial acquisitions, dispositions, valuation, negotiation, and investment advisory services.

commercial buyer representationcomparative market analysisdispositionsMarket Researchnegotiationresidential and commercial acquisitionsvaluation

Edmonds Strategic Group is a strategic consulting firm serving the Aerospace & Defense sector, combining military and private sector experience. It provides strategic consulting, government relations and program advocacy, business development and capture strategy, defense acquisition expertise, Foreign Military Sales and funding expertise, leadership development through its LeadershipMatters division, and investment advisory services.

business developmentcapture managementGovernment relationsleadership developmentmarketing and strategic communicationsprogram advocacystrategic consulting

EJ Financial Corp. (EJFC) is an SBA 8(a) Certified, minority-owned Small Business and a Registered Investment Adviser founded in 2004. It provides finance and technology consulting to federal government agencies and prime contractors, as well as investment advisory and SaaS-based lending IP to institutional investors and high net-worth individuals.

debt and equity financingfinance and technology consultingSaaS-based lending IP

Elia Grid International (EGI) is part of Elia Group, one of Europe's top five transmission system operators. EGI delivers strategic, technical, and regulatory guidance across all aspects of power transmission, drawing on expertise from two of Europe's top transmission system operators. Its multidisciplinary team provides tailored solutions focused on efficiency, reliability, and sustainability.

asset managementcongestion managementdigitalisationgrid stabilityHVDC and FACTSowner's engineeringpower transmission advisoryproject financeregulatory guidancerenewable integrationsystem coordination

EMC Real Estate is a real estate consultancy founded in 2005, specialising in opaque and difficult markets. It provides valuation, research and transactional services to an international client base, undertaking all work directly without outsourcing. Its valuation business is RICS registered and provides Red Book appraisals worldwide. The team has completed projects for Fortune 100 companies, governments, NGOs, sovereign wealth funds and investors.

brokerageconsultancydue diligencefeasibility studiesproperty valuationsresearchRICS Red Book appraisals

CD Financial is an independent financial services firm and Registered Investment Adviser that helps individuals and families create retirement strategies using a variety of investment and insurance products. The firm offers retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, tax-efficient strategies, long-term care strategies, IRA legacy planning, and life insurance.

financial strategyinsurance productsretirement income planningwealth management

German American State Bank is a locally headquartered community bank serving German Valley, Pecatonica, Winnebago, and Rockford, IL. It offers personal checking and savings accounts, CDs, retirement accounts, mortgage and home construction loans, agricultural and business banking, trust and wealth management services, and merchant payment solutions.

ag bankingdigital bankingmerchant servicesmortgage lendingonline account openingtrust serviceswealth management

Fortis Capital is a boutique wealth management firm that unites every dimension of a client's financial life through a single comprehensive wealth platform. It serves individuals, families, and business owners, combining experience across planning, investment, protection, and tax strategy. The firm emphasizes clarity, confidence, and commitment, and supports a network of independent partner practices.

cash flow & distribution planningestate & legacy planninginsurance & protection planningretirement planningtax strategywealth management

Fortis Lux Financial is a boutique financial services firm that helps individuals, families, and business owners make confident financial decisions through thoughtful planning and a dedicated financial professional. It offers a premium advisory experience centered on long-term relationships and a disciplined process.

estate and legacy planningfinancial planningretirement planningrisk managementwealth management

Frandsen Bank & Trust is a family-owned community bank chartered in 1901, offering a complete array of financial products across nearly 40 communities in Minnesota, North Dakota, South Dakota, and Wisconsin. It has more than $3.7 billion in total assets and is owned and operated by Frandsen Financial Company. The bank emphasizes local decision-making, relationship-focused banking, and community involvement.

community bankingfinancial planningmortgage lendingSBA lendingwealth management

JRES > About JRES James Real Estate Services, is a diversified real estate advisory firm with a foundation of commercial and residential appraisal, appraisal review, market analysis, brokerage, and investment advisory services in Denver, Colorado since 1982. JRES recently unwound a merger with Intelica based in St. Louis and assists clients with strategic direction and specific decisions for a wide variety of real estate situations. As transportation oriented development, apartments, and affordable housing have become important segments of all real estate, JRES increasingly advises clients in these areas. As cooperation with the surrounding community becomes more important to real estate decisions, JRES advises property owners, lenders, governments, and community organizations with market and investment based real estate research and analysis. Over the years, JRES has conducted real.

appraisal reviewbrokerageconsultingfeasibility studieslitigation supportMarket Analysisreal estate appraisal