Case Studies

sn_logoStifel 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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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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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.

Kathleen has traveled to more than 50 countries, invested in real estate in 21, established businesses in seven, renovated historic properties in six and educated her children in four. View Case Study ››


boximg-emberEmberClear 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.  Read more about the company at their websiteView Case Study ››


client-slide-logo-cwpaCalifornia 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. View Case Study ››



boximg-greatpacificGreat 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. View Case Study ››