Category Archives: Financial Firm

Personalized Portfolio Planning with HCR Wealth Advisors

Each individual has a different financial level and certain goals they would like to reach in life. HCR Wealth Advisors is all about helping clients achieve those goals. With headquarters in Los Angeles, California, HCR Wealth is dedicated to its clients. The firm provides investment and financial strategies, so clients can reach each goal.

The Client Always Comes First

HCR Wealth is an independent advisory firm, with a main objective of serving its clients. Being independent means, they are not controlled by a company or any brokerage house. All fees are given to the client right up front. The fees are comparable with their competitors in the industry.

The firm has one fee that it charges. It is a percentage of assets that are being managed. There are no hidden fees, and no end of year fee surprises. HCR Wealth Advisors takes the time to get to know each individual’s financial portfolio, future events that may end up changing their financial goals and what goals they want to set. This is where they differ from money managers. Money managers are geared more towards performance and picking the right stocks or bonds in the market.

HCR Wealth Advisors retains many of their clients by planning and managing every step of their client’s wealth. With personalized strategies, HCR Wealth Advisors manages their high net worth client’s funds, so their risks are addressed with an educated strategy. No matter what life situation arises, HCR Wealth Advisors is ready to help clients with financial planning, investments, and a growth strategy.

Planning for the Future

Financial planning does not happen overnight. It takes a good plan and financial strategy before recommendations can be formed. Each client’s portfolio is personalized and may include equities, fixed income and alternative investments. This way the client can stay involved and know exactly what is going on with his or her financial situation. All clients can see exactly how HCR Wealth Advisors (@hcrwealth) is handling its portfolio by going online to a portal. Clients become more interested in their finances when they can see what is going on at any given time. See these jobs at Glassdoor.

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How Southridge Capital Provides Financing Solutions To Thousands

Companies and individuals are always looking for a steady stream of financing for their projects. However, market conditions and other situations can it make it harder to access that capital. Now, one company is making it easier for almost any business or individual to get the funding they need. That company, Southridge Capital, is known as an innovator in the world of alternative financing.

 

So who exactly is Soutridge Capital? According to a recent article, Southridge is one of the most innovative financing companies in the United States. In the past decade, the company has helped thousands of their clients get the funding they need or manage their debt.

 

Southridge Capital offers their clients a number of structured finance services to help their clients. For instance, Southride can help a client monetize their asset base in order to secure the funds that they need. Specific types of strategies include loans against a company’s assets, insider shares or capital assets.

 

For companies that need a little help with their credit, Southridge helps their clients with a unique credit enhancing service. By helping their clients eliminate their debt by offering common stock, Southridge’s clients are able to make themselves more attractive to banks and other lending entities.

 

In addition to their structured financing services, Southridge Capital also offers a number of financial advisory services. These services include everything from financial analysis, balance sheet optimization, restructuring analysis, bankruptcy advice, legal settlement, and mergers & acquisition. Check out bizjournals.com for more.

 

 

Led by CEO Stephen Hicks, Southridge Capital not only works hard for their clients, the company also works equally hard to give back to their community. The Daystar Foundation is led by Stephen and Mary Hicks to improve health, education, preservation and arts through community services. Among the company supported by the Daystar Foundation include the Ridgefield Community Center, Western Connecticut Health Network Foundation/Danbury Hospital, Save a Child’s Heart Foundation, Walnut Community Hill Church, the Bridgeport Rescue Mission, the Ridgefield Visiting Nurses Association, and Christ and Stephen’s Episcopal Church (NYC).

 

 

See more: https://www.bloomberg.com/profiles/companies/279523Z:US-southridge-capital-management-llc

 

Shareholders Earn Fortunes with Freedom Checks

Freedom checks are commonly known as the necessary cash payments channeled to all shareholders of partnerships which are publicly traded under the United States’ statute 26. It is a tax-free investment opportunity that requires the statute 26-F federal law to legally operate. Freedom checks is neither a federal program nor run by government. The program enables well over 550 businesses related to energy, to remit their monthly or quarterly checks to their respective investors.

These firms, known as Master Limited Partnerships, play significant roles both in oil and natural gas industries. They drill new wells, transport fuel via pipelines, and operate refineries. The firms are obliged to remit to the investors, 90 cents of every dollar they earn for them to be qualified for the special tax exemption. Most of the Master Limited Partnerships refer to the freedom checks as distributions of which various shareholders from time to time receive up to $160,000 worth of these dividends quarterly. Whereas the investors pay a minimum do not tax on the capital gain, neither the Master Limited Partners nor their shareholders are subjected to income taxation.

At the moment, there are approximately 568 MLPs which are projected to be able to pay about $34.6 billion in the next year. They take the lead in craving for the energy independence of America. Any company that seeks to qualify for MLP must be in a position to generate a ninth of its income from the production, exploration or transportation of natural resources such as gas and oil. Since being created in 1981, MLPs have featured some benefits. They are exempted from corporate taxes and as a result, they can retain more cash that they ultimately pay off to investors. MLPs are also considered as low-risk investments, allowing them to make reliable and consistent payoffs to investors.

Besides its application in the energy sector, the concept of freedom checks envelops other closely related opportunities in other fields too. For example, a tax-free option is provided by real estate, an investment trust of which 90 cents of each dollar earned is wired to the shareholders.

Peter Briger the Principal and Co-Chairman at Fortress Investment Group

Peter Briger the Principal and Co-Chairman at Fortress Investment Group

Fortress investment group is one of the most trusted investments management companies located in New York. This firm was established as a private entity in 1998. After its launch in 2007, it emerged as the first significant privately owned entity to be traded in the public. By 2006, this firm was managing approximately $ 70.2 billion assets in the private equity, credit fund as well as liquid hedge funds. By February 2007, this firm debuted its public market to IPO. This move made it official that Peter Briger was a billionaire. His ability to demonstrate excellence in financial leadership is attributed to his endeavors to attain success and well-being for all as well. Additionally, he understands that achieving success is dependent on headwork, something evident through his operations. For instances, since he joined Fortress Investment Group, he has been able to make various proposals, which has seen this firm shoot to its current state.

Where did he go to school?

Peter Briger went to Princeton University where he earned a degree in business administration. Additionally, he also has a master in business administration from the University of Pennsylvania, Wharton school of business. Before collaborating with fortress initiative in 2002, he was a member of the Sachs & co from 1993, where he served for fifteen years. In most instances, his efficiency in operation is closely tied to a wealth of diverse knowledge obtained from the institutions he attended and a better part of it originating from his vast field of services with various renowned firms.

His Philanthropist Activities

Besides his remarkable contribution to the world of finance, Peter Briger is also known as one of the most willing philanthropists of all time. He frequently donates to various charitable organizations based in United States of America and elsewhere across the globe. Importantly, he also backs multiple organizations, which offer help to the homeless children all over the world. He provides that children access the essential wants like education, as he understands that their future contribution cannot be overlooked. He is also a respected member of various initiatives, which try to establish better lives for the coming generations.

GreenSky Credit

In today’s day and age, you have to have a great credit score if you want to qualify for any type of loan out there. If you have failed to optimize your credit score over the years, this makes be getting in your way of getting a great car loan or even a mortgage. The good news is that a credit score can always be improved on. For some, it may be a quick repair. For others swamped in debt, it may take a bit longer. In today’s article, I am going to be going over some ways that you can fix your credit.

  1. Clean up your debt

To help your credit score, you first have to get rid of the credit card debt that you already have. The average household in America owes sixteen thousand in credit card debt. The bad this is that debt has been rising over the years. One way I would get rid of the debt is with the debt avalanche method. This method is where you pay off the debt with the highest interest first. By making this your number one priority, you will save money on the interest in the long run. If you are dealing with smaller debts, say a total credit card debt of $2,000, you can use the debt snowball method. This is where you tackle the smallest debt first.

  1. No cash, no credit

Let’s face the harsh reality of finances. If you can’t pay for it cash, what makes you think putting it on a credit card will make it any cheaper? In fact, it actually makes it more expensive as the interest accrues over time. This can be disastrous if it is a larger debt with a high interest rate. With that being said, I would only put things on credit that I know for sure I will be able to pay back at the end of the month. These are things like gas expenses and grocery bills.

If you are looking for great financing out there, go with GreenSky Credit. GreenSky Credit has 12,000 ready to help you build your financial future. GreenSky Credit has been reliable over the years. In the end, GreenSky Credit is the right choice for you!

http://kbispressroom.com/tag/greensky-credit/

Equities First Holdings in Australia

Equity First Holdings is a finance company which was started in the year 2002 by Sir Christy Jr. Christy used to work in another financial company where he acquired the skill and knowledge to run the company. He started the company with the aim of providing an alternative finance source to individual and investors.Equity first holdings provide short-term loans with low-interest rate to their clients. This helps to stabilize the economy of the country in its way. The organization offers their credit based on their valuation and conditions.

The company started its activities in Indianapolis, United States but it has grown over the years and has been able to open offices in other different parts of the world. They have offices in Australia, China, Thailand, United Kingdom, Singapore and some other parts. The organization is continually opening offices in the entire world.In Australia, the company is running an office in Sydney which is their central office, but they are also running other two satellite offices in Melbourne and Perth. The company announced that they would be working together with an Australian company known as Environmental Clean Technology where equities will be funding significant projects in India.

Equities First Holdings News: Trying Out New Partnership

Trying to find the type of news that you are looking for can be hard, but it doesn’t have to be. That is why it was so easy to find this news article on the Equities First Holdings company. If a company is great and comes highly recommended, it will be easier to find the info that you need on them. The news of today has to do with the pair that will be the next best pair of the decade. ETC and the EFH company have come together in order to start on some projects in India, where the EFH company will be providing funding.

About EFH

You are probably wondering how a company like EFH that provides services like alternative shareholder financing could have become so popular. The reasoning behind their popularity is simple, they care about their clients and what happens with the money that their clients spend.

Highland Capital: How To Get Reliable Investment Advice

Highland Capital is a leading firm in the financial services and investing arena. Highland Capital caters to clients from all walks of life and has an established history of providing top notch service.

Mastering personal finance, money management or investing strategies and techniques requires great effort and thorough research. With Highland Capital on your side, you don’t need to go through that. Financial advisors and managers are professionals and many have years of experience in the industry. Read more about Highland Capital at prnewswire.com.

Professionals at Highland Capital have a wealth of knowledge and understanding about what works and what to avoid in investing. Their advice and guidance that can help you greatly increase your profit and enjoy huge returns on investment.

Once you have decided to invest and have set your goal, you need to look for expert assistance. It is not a good idea to go about it on your own. Getting professional guidance will help improve your chances of reaching your goal. It’s important to find an investment advisory firm that has a team of qualified professionals.

If you try to handle investment issues without professional guidance or advice, you are taking an unnecessary risk. By consulting with a reputable firm, experienced professionals can review your financial situation and advise you of the best approach to meeting your goal.

When you consult with the advisors at Highland Capital, they will let you know what they can do to improve your chances of success. With a great team leading the way, you can rest assured that you will benefit tremendously from their expertise. For most people, especially beginners, it is a good idea to enlist the services of experienced professionals.

Visit: http://www.investopedia.com/articles/investing/031216/highland-capital-management-investment-manager-highlight.asp

Highland Capital has been in the investment field for a long time and has some of the most knowledgeable professionals. These professionals offer a vast range of financial products and investment solutions to clients are well recognized in the industry. They have access to high quality resources and industry connections, which enable them to meet the needs of their clients. Get in touch with Highland Capital right away. Visit highlandcap.com to know more.

Highland Capital Management: The Leading Asset Management and Financial Advisory Firm

The history of Highland Capital Management can be traced to approximately three decades ago. In 1990, two business partners, Mark Okada and James Dondero, entered into a business deal with Protective Life Insurance Corporation. They jointly started a business venture that specialized in fixed income markets. These entrepreneurs specialized in managing senior secured bank loans. After three years of its existence, the venture transitioned into Protective Asset Management Company, PAMCO. Mark and James owned 40 percent of the company while Protective Life owned the other 60 percent. In 1997, Mark and James purchased the 60 percent stake owned by Protective Life and formed Ranger Asset Management, L.P., an independent advisor registered with SEC. A year later, they renamed the company to its current name, Highland Capital Management. This Asset management giant is headquartered in Dallas, TX.

 

About Highland Capital Management (HCM)

 

James Dondero, who serves as the president and executive director, is the head of HCM. The first milestone of HCM came in 2000 when it launched its first commingle bank fund. Later that year, it established an investment platform named 40 Act. In 2004, the company acquired two floating rate funds from Columbia Asset Management as a plan for venturing into the mutual fund business. The company has since expanded its operations, opening offices in Singapore, Seoul, New York City, and Sao Paulo. It renders services to financial institutions, pension plans, foundations & endowments, and corporations. Today, Highland Capital Management is the largest collateralized loan obligation (CLO) manager globally, with over $15.4 billion worth of assets.

 

Awards

 

In 2016, The Highland Floating Rate Opportunities Fund, a program under Highland Capital Management Fund, was recognized as the best loan participation fund in the 5-year category at the Lipper Fund Awards. HCM has bagged three consecutive awards from the Lipper Fund Award.

 

Philanthropy

 

The leadership of HCM believes in giving back to society through charity. The company has a dedicated charitable fund, which is administered by The Dallas Foundation, a public charity organization based in North Texas. Through this foundation, the company contributes over $3 million annually to philanthropic activities. HCM focuses on promoting health care and education as well as eradicating family violence and poverty. Notable beneficiaries of this fund include Uplift Education, the Center for Brain Health, and The American Heart Association.