Florida RIA Summit Sponsors

Presenting Sponsors

Quants is a financial technology and wealth management company specialized in risk management with derivative overlays for over a decade and operates its own SaaS platform and a hedge fund. The company is preparing to release new investment indices and launch a family of exchange-traded funds for better risk-adjusted returns.

Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. We are one of the largest private landowners of Opportunity Zones in DC and are intently focused on sustainability, health, wellness, and connection to community and the outdoors.

Sponsors

Amplify technology is the modern all-in-one technology platform and TAMP you wished you had when you started your practice. Award winning usability and functionality includes best of bread CRM, performance reporting, risk questionnaires, client portals, fee billing, trading & rebalancing including access to over 1,000 institutional grade asset manager strategies accessible at the click of a button.

Chicago Atlantic’s 45+ person team in Chicago and Miami focuses on opportunistic credit investments: senior secured loans to state-licensed cannabis operators. We are the largest lender to this high-growth industry, have deployed over $1.5bn across 55+ loans, and have outstanding loan portfolio performance since inception in 2019. Our open-ended unlevered private fund has over $400mm in capital commitments, deploys committed capital within 1-3 months, has returned over 16% net annually, is diversified across 35+ loans, has an offshore feeder, consistently distributes 3% quarterly, and holds equity kickers for additional upside.

CNL Securities is a private alternatives investment firm that supports the Democratization of Investing® by enabling both individuals and institutional clients to participate in a variety of return strategies. Since inception, the firm has raised more than $19 billion in private and public offerings. We are committed to setting the standard for transparency and client-focused services for our stakeholders and shareholders.

As a multi-award-winning MSP and MSSP, Omega Systems is passionate about delivering the security and compliance expertise today’s businesses need alongside the responsive and reliable managed IT support they deserve. Omega’s service-driven IT solutions portfolio includes 24x7 managed IT support, cybersecurity risk management, managed detection & response (MDR), backup and disaster recovery, and much more. Omega Systems serves a diverse customer base across the United States, particularly within the financial services sector, where we actively support RIA, hedge fund, investment management, family office and banking customers.

Polar Capital is an experienced, investment-led, active fund manager. The company prides itself on its collegiate and meritocratic culture. Since incorporation in 2001, we have steadily grown our range of autonomous investment teams. The business is structured to allow teams to focus on their portfolios while a best-in-class operational structure works on everything else. Headquartered in London and listed on the UK stock market, Polar Capital has a global presence, including offices in New York, Connecticut and Georgia.

SP Financial Group is a boutique fixed-income manager based in Atlanta, Georgia. We work with independent investment advisors across the country, providing a full suite of individual bond portfolio solutions that can be customized for each firm and their client’s needs. With the ability to implement both standard and customized portfolios for each account, we offer a unique alternative (or compliment) to core fixed-income mutual funds, ETFs, or SMAs. In contrast to traditional bond brokers, we seek to develop long-term relationships with advisors who view us as a strategic partner that they trust to provide a high level of service and expertise for the life of our portfolios. We work on a transactional basis using trade-away or prime broker at every major custodian including Schwab, TDA, Fidelity, and more. We currently oversee and advise on ~$4 Billion in fixed-income assets across approximately 100 advisor relationships, many of them using us as a fully outsourced fixed-income department.