Case Studies

We Put Our Clients in the Limelight

We Put Our Clients in the Limelight

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Founded in 1966, First Franklin Financial Services is a premier wealth management and investment firm based in Tallahassee, Fla. The company serves the retirement and investment needs of families, individuals, nonprofits and businesses. They specialize in custom portfolios, managed in house by their advisors and based on specific client needs. Additionally they are a nationally recognized macroeconomic research boutique.

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Established in 2008, Live and Invest Overseas is the vision of Publisher Kathleen Peddicord and her husband Lief Simon. With nearly 30 years’ experience, she is considered one of the world’s foremost authorities on overseas retirement, real estate investment and international living.

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Case Studies

Stifel is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries to individual investors, professional money managers, businesses, and municipalities.

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Case Studies

Founded in 1901, Sterne Agee is one of the oldest and largest privately-owned full-service financial firms in the country employing 1,300 professionals in 47 offices in 22 states. Sterne Agee is the trade name used by certain affiliates of Sterne Agee Group, Inc., including Sterne, Agee & Leach, Inc., member of NYSE, FINRA, and SIPC.

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Great Pacific Trading Company is the solution for investors looking to trading the global futures market. Comprehensive market analysis, daily trade recommendations, and extensive charting software are just a few of the tools offered to GPTC clients. Access to the latest trading platform technology as well as an experienced senior commodities brokerage staff, GPTC gives trading a competitive edge.

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Case Studies

EmberClear is an advanced energy development company publicly traded on Canada’s TSX Venture Exchange. EmberClear has met the challenge of balancing the energy and environmental needs of a growing global population.

Their solutions are designed to deploy commercial scale energy technologies, which enable dramatic improvements in the efficiency and cleanliness of fossil fuels.

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California Wetfish Producers Association (CWPA) is a non-profit, established in 2004, to promote sustainable fisheries and foster cooperative research.  The company aims to protect fishery resources and access, enhance communications and education, and sponsor cooperative research.

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