investment management

Realterm is an independent global investment manager focused on the transportation industry. It owns and manages transportation real estate and infrastructure assets serving land, air, sea and rail networks worldwide, and manages transportation sector private equity funds. Founded in 1991, it has 18 offices across three continents and 500+ investments under management.

acquisitionscredit solutionsdevelopmentleasingproperty management

Avanath is an SEC Registered Investment Advisor and investment firm that acquires, owns, renovates, and operates affordable, workforce, and value-oriented apartment communities across the U.S. Founded in 2007 by Daryl J. Carter, it partners with institutional investors to deliver quality primary housing in major metropolitan and suburban markets. Avanath owns 97 properties across 14 states and 55 cities.

property acquisitionproperty managementproperty renovation

Amalgamated Bank describes itself as America's socially responsible bank, with a mission to empower individuals and organizations to drive positive social change. It reports 103 years of making a difference and $9.4B in assets, and offers personal, small business, commercial, and institutional banking and investing services.

commercial lendingcustody servicesdigital bankingmobile banking appsocial impact lendingtreasury managementZelle transfers

ANB Bank is an independent community bank with more than 25 banking centers serving customers in Colorado and Wyoming. Its parent company is Sturm Financial Group, Inc., headquartered in Denver, Colorado. ANB Bank has approximately $3 billion in assets and traces its roots to Susan and the late Donald Sturm, who began building a network of locally owned banks in 1987. The bank offers personal and business banking, lending, mortgages, and trust and investment services through ANB Financial Services.

business bankinglendingmortgagesonline and mobile bankingpersonal bankingtreasury managementtrust and estate services

Ashmore Financial is a small business accounting firm based in Scottsdale, Arizona, founded to empower individuals and businesses to achieve financial stability and long-term success through tailored, personalized financial services. The firm is owned by Joshua Ashmore, who has 15+ years of progressive accounting experience and an MBA with a concentration in Accounting.

AccountingAuditingBookkeepingBudgetingcash flow managementconsultingfinancial analysis and reviewfinancial statementsfractional CFO/controller servicespayrollstrategic developmenttax serviceswealth planning

The Wealth Engineer (ABG Financial Services, Inc.) is a registered investment adviser based in Atlanta, Georgia, focused primarily on retirement planning. Since 1984 it has crafted structured retirement and investment programs and offers individual and corporate financial planning, structured investments, and a Financial Success Workshop Series built around the 4 Stages of Money: Earn It, Invest It, Use It and Pass It On.

financial education workshopsretirement planningstructured investment programs

B2A Holdings is a vertically-integrated conglomerate company headquartered in the Washington, DC Metropolitan area. The company focuses on long-term investments, small businesses, and off-market opportunities, and operates as an incubator that purchases small businesses or buys a percentage to help them become successful. It manages a well-balanced portfolio and has acquired millions in assets. B2A operates offices in Washington DC, Athens, Greece, and Sofia, Bulgaria.

acquisitionsbusiness incubationpartner support

BankPlus is an FDIC-insured bank offering personal and business banking, including checking and savings accounts, certificates of deposit, debit cards, personal and business loans, mortgages, home equity lines, auto loans, credit cards, and wealth management services such as trust and estate administration, investment management, and retirement plan consulting.

bill payinstant issue debit cardsinteractive teller machinemerchant servicesmobile depositonline and mobile bankingretirement plan consulting and administrationtrust and estate administrationwealth management

Baylis Digital is a permanent capital company investing in and operating strategic digital infrastructure and connectivity assets. It was sponsored and established by Baylis Emerging Markets in partnership with an operator-led management team. Baylis focuses on digital infrastructure and fintech companies in Africa, building digital infrastructure and connectivity platforms with continental scale.

operating digital infrastructure and connectivity assets

of page Our Strategy OUR STRATEGY Location PENTAURUS SPECIALIZES IN REPOSITIONING UNDER-MANAGED ASSETS THAT POSSES SUPERIOR LOCATION AND INFRASTRUCTURE. Hands-On Management OUR ON-SITE PROPERTY SUPERVISORS AND MANAGEMENT TEAMS AIM TO PROVIDE 100% TENANT SATISFACTION. ALL SERVICE REQUESTS ARE HANDLED QUICKLY AND EFFICIENTLY WITH WEEKLY PROPERTY CHECKUPS, ACCESSIBLE TENANT PORTALS AND A DESIGNATED MAINTENANCE CONTACT CENTER. Creating Value WE STRIVE TO DEVISE AND ENHANCE VALUE THROUGH EFFICIENT PROPERTY MANAGEMENT, EXTENSIVE CAPITAL IMPROVEMENTS, RISK MANAGEMENT MITIGATION, AND A HANDS-ON APPROACH TO SATISFY BOTH INVESTORS AND TENANTS. Experienced Team OUR SEASONED INVESTMENT TEAM WORKS DILIGENTLY WITH INVESTORS AND MANAGEMENT TO ENSURE A THOROUGH AND FOCUSED INVESTMENT PROCESS THAT ALIGNS WITH INVESTOR GOALS AND OBJECTIVES. PENTAURUS TARGETS HIGH QUALITY INCOME-PRODUCING ASSETS THAT.

capital improvementsproperty managementrisk management mitigation

Blackstone Financial Group, Inc. provides personalized financial guidance focused on federal benefits, retirement planning, and investments. It helps federal employees and private-sector professionals build retirement plans, optimize benefits, and protect income with strategic investments and supplemental coverage. The firm offers services in federal benefits, investments, wealth management, and estate preservation.

estate preservation planningfinancial coaching and educationinsurance carrier appointmentsretirement planningwealth management

Bluhaus Capital is a Puerto Rico-based financial advisory and investment management firm founded in 2014 to capitalize on financial opportunities presented by the Puerto Rican economic environment. It serves clients with advice and capital solutions for strategic and financial matters, and operates Bluhaus Small Business Fund, L.P., a Small Business Investment Company (SBIC) making debt and equity investments in businesses operating predominantly in Puerto Rico.

balance sheet restructuringcapital raisingdebt and equity investingfinancial advisoryFinancing structuringmergers and acquisitions

Bravo 4 Financial is an independent financial advisory firm in Rensselaer, Indiana, founded by Kenny VanHouten, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®. The firm does two things: manages investment portfolios and builds financial plans. Every holding is re-checked every market day, and clients receive a weekly Monday brief. It serves veterans, first responders, and business owners, and offers a 30-day Test Drive of its service.

financial planningportfolio monitoring

Briarwood Financial provides integrated financial planning for individuals, families, and business owners, combining wealth management, tax planning and preparation, accounting and bookkeeping, and business consulting into one coordinated strategy. As a fiduciary, the firm puts clients' interests first. Based in the Pacific Northwest, it serves clients nationwide through in-person and virtual meetings.

AccountingBookkeepingBusiness consultingfinancial planningTax planningTax preparationwealth management

BRZ Investments & Consulting is described as one of USA's leading investment companies, focused on a dynamic and decisive approach to investment. Its team of local and international business professionals identifies commercial potential and translates it into growing business entities. BRZ has interests in property, energy, education, health and ICT sectors, specializing in start-up businesses while investing in companies at all stages of their lifecycle.

bid and tendering reviewcorporate advisoryinternational trade consultancyshipping and logistics consultancysupply chain growth consulting

Campbell Wealth Partners is a fiduciary, veteran-owned financial planning and investment management firm serving clients across Texas. Founded by Brian Campbell, the firm offers integrated solutions including personalized financial planning, retirement transition planning, and portfolio strategy held at an independent custodian. The firm emphasizes transparent, expert guidance focused on protecting and growing clients' wealth.

financial planningportfolio strategyretirement planning

Capital Wealth, LLC is a fee-based fiduciary retirement planning practice based in Lehi, Utah, founded in 2009 by Mike Stevens. The firm writes Retirement Money Maps™ that coordinate pensions, 401(k)s, IRAs, and Social Security into a single written plan, with over 2,000 plans written since 2009. It serves Utah families and clients nationwide.

3 Bucket investment strategyaccount consolidationestate & legacy planningretirement planningRoth conversionsSDBA managementSocial Security optimizationTax planningTSP management

Capstone Pacific Investment Strategies, Inc. is a registered investment advisor and fiduciary launched in 2010 after decades with broker/dealers. The firm offers investment management and financial planning for businesses, individuals and families, with offices in Tustin, CA, Fort Collins, CO, and Hebron, NE.

401(k) setup and reviewEducation planningfederal benefits guidancefinancial planningpension distribution planningretirement planningsocial security planningTax planning

Captivant LLC is an investment and management services company specialising in the cloud technology and professional development sectors. Founded in 2015, Captivant identifies and develops new ventures and assists others in acquisitions and portfolio management. It assembles disruptive new companies driven by people changing the way work is done.

acquisition and merger advisoryintegration supportportfolio managementrisk management

CAPTRUST is an independent financial advisory firm and registered investment advisor serving private investors, retirement plan sponsors, nonprofit organizations, endowments, and foundations. It acts as a fiduciary providing wealth planning, investment management, risk management, and retirement plan consulting, and is majority employee-owned with more than 30 years of experience and over 1,800 employees.

due diligenceendowment and foundation consultingfiduciary advisory servicesfinancial planningperformance reportingretirement plan consultingvendor analysis

CapZone Impact Investments LLC (CZII) is a national Opportunity Zone investment firm focused on making and managing equity investments that drive social impact at scale. Founded in May 2018 as the cornerstone company of CapZone Group, it connects profits to purpose by bringing together financial, intellectual and human capital to benefit low income communities. CapZone Group also includes CapZone Analytics, which provides business intelligence, analytics, insights, and compliance services.

analyticsbusiness intelligencefund managementlong-term capitalization strategiesRegulatory Compliance

Sterling Management, LLC is the advisor to two real estate investment trusts (REITs) in the Upper Midwest: Sterling Multifamily Trust and Sterling Office & Industrial Trust. As advisor, it manages all matters for the REITs, including asset management, accounting, marketing, investor relations, financial analysis, acquisitions and dispositions. Between the two REITs, it manages properties in seventeen states, primarily through the central corridor of the United States.

Accountingasset managementcapital managementfinancial analysisinvestor relationsmarketingreal estate acquisitions

CBRE is described on its site as the global leader in commercial real estate services and investment and a premier provider of critical infrastructure services, with more than 155,000 professionals in over 100 countries. It offers integrated, data-led services spanning investing, financing and valuation, planning, leasing and occupancy, design and build, property and portfolio management, and research and insights.

Capital MarketsconsultingFund and Property AccountingLandlord Leasinglease administrationportfolio strategyproject managementproperty managementresearch and insightsSite Selection & Location StrategyTransaction ServicesValuation & Advisory ServicesWorkplace Solutions

Century Bank & Trust is a community bank based in Milledgeville, Georgia, serving individuals and businesses with personal and business banking, loans, credit cards, digital banking, and wealth management. The bank states it has been operating since 1898 and established its Trust and Financial Services Division in February 1986. It operates two branch offices, a loan production office, and two ATMs, including Bank of Wrightsville, a division of Century Bank and Trust.

ACH Servicesbill paycash managementdigital bankingestate planningmerchant card servicesmobile bankingmobile depositpositive payremote deposit capturetrust serviceswealth management