Dallas-Fort Worth Metroplex
Multi-Funds is a 3rd party marketing firm and the exclusive distributor of boutique asset managers. Our managers typically run concentrated, smaller portfolios designed to drive alpha with high active share and low R2. We believe that smaller, active managers have an inherent advantage to provide better risk adjusted results than larger, index hugging managers. Responsible for all registered reps and the RIA channel in N & W TX and Oklahoma. Multi-Funds: THE distribution firm for boutique asset managers. AlphaCentric Funds alphacentricfunds.com Advisory Research Funds advisoryresearch.com Pinnacle Sherman Funds pinnacletacticalfunds.com Eventide Funds eventidefunds.com All securities offered by Applied Capital, LLC, member of FINRA and SIPC. This communication is for informational purposes and should not be construed as an investment recommendation or a solicitation to buy or sell a security. Unless indicated, these views are the author's and may differ materially from those of Multi-Funds, LLC or others at the firm. Multi-Funds has not verified the information and we do not represent the information to be accurate or complete. Multi-Funds may not update this information if there are material changes to any fact, circumstance or opinion expressed in this communication. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RETURNS. ALL INVESTMENTS ARE SUBJECT TO RISK. For additional information and important disclosures, please contact me or www.multi-funds.com. You should not use e-mail to request or authorize the investment in any security or instrument, or to effect any other transactions. We cannot guarantee that any such requests received via e-mail will be processed in a timely manner. This communication is solely for the addressee(s) and may contain confidential information. We do not waive confidentiality by mistransmission. Contact me if you do not wish to receive these communications. FINRA Broker Check is available here: FINRA Broker Check.
Maverick Fund Solutions is a 3rd party marketing firm and the exclusive distributor of several boutique asset managers. Our managers typically run concentrated, smaller portfolios designed to drive alpha with high active share and low R2. We believe that smaller, active managers have an inherent advantage to provide better risk adjusted results than larger, index hugging managers. Responsible for all registered reps and RIA channel in N TX and OK.
At SkyView Partners we provide full access to lending and services for advisor practices wanting to go through acquisition, merger, succession planning and/or refinancing of their current loan. Want to buy or sell a practice? Contact me and allow us to assist your efforts for efficiencies & growth.
I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term. I am licensed to conduct insurance and securities business in Texas. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 10000 North Central Expressway, Suite 1200, Dallas, TX 75231 Telephone: 972-348-6300
Responsible for driving mutual funds sales in the advisor community in N TX, Arkansas, and Oklahoma.