Our Process

Product Development

  • Structuring
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    • PPM
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Due Diligence

  • 3rd Party Reports
    • Mick & Associates
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  • DD Questionnaires
  • Upfront & Ongoing DD
  • Ongoing Oversight

Compliance

  • Additional Layer of Oversight
    • Four Series 24 Held
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Marketing

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  • Messaging / Copy
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  • DD / Marketing Events
  • PR / Positioning
  • Fulfillment

Sales

  • Distribution
  • Education
  • National Accounts

Client Relations

  • Support
  • Updates
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Articles

Managed IT Services on the Rise

March 21, 2016
Susie Cummings | SWC


The Economy Versus Managed Services Spending

February 28, 2016
Charles Weaver | MSP Alliance


Even the Super Rich Want Free Wi-Fi in Hotels

January 25, 2016
Justin Bachman | Bloomberg


Low Gas Prices Help US Auto Sales Hit All-Time High

January 6, 2016
Dee-Ann Durbin | The Boston Globe


U.S. Car Sales Hit Record High in 2015

January 5, 2016
Drew Harwell and Steven Mufson | The Washington Post


U.S. Auto Sales in 2015 Set Record After Strong December

January 5, 2016
Bernie Woodall | Reuters


Auto Industry Looks for Bumper Year in 2016

January 3, 2016
Gautham Nagesh | The Wall Street Journal


Healthcare IT: Hot Trends For 2016, Part 1

December 30, 2015
Esther Schindler | Information Week


Cloud, Mobile Among Top EHR Trends to Watch in 2016, consultant says

December 21, 2015
Jessica Davis | Healthcare IT News