2011 ACA Annual Conference Sponsors

We would like to thank the following organizations for their support of the 2011 ACA Annual Conference.

Presenting Sponsors

The LLIS Insurance Academy (formerly LLIS Insurance Education Marathon) is an annual seminar, focused on what comprehensive fee-only financial advisors need to know about insurance. It is two days of intense insurance training for advisors at all stages of their careers. You are invited to join us for the 2012 Insurance Academy, for the insurance education you need … from insurance experts you trust.

MAGA's mission is to communicate the latest information on Long Term Care protection to financial advisors and their clients through educational seminars, personal policy reviews and policy comparisons. 

Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors. With low commissions, no minimum asset requirements, no enrollment fees, and advanced account management tools, Scottrade Advisor Services provides exceptional value to advisors looking to grow their businesses. Advisors with Scottrade Advisor Services also receive personal service through dedicated relationship teams, while local branch offices provide support without competing with your business.

Event Sponsors

American Funds® is one of the nation’s oldest mutual fund families, serving investors since 1931. We are also one of the nation’s largest, with more than $900 billion in assets representing over 50 million shareholder accounts (as of September 30, 2010).

ComplianceWorks Inc. is a full service compliance consulting firm for investment advisers, broker dealers, hedge funds and private equity firms. Started in 2007, ComplianceWorks has multifaceted consultants who all have operational compliance experience and many have been CCOs. ComplianceWorks works with all sizes of firms, but is an expert in handling smaller firms with limited budgets. ComplianceWorks can assist firm through the registration process, can build or rebuild compliance programs and can provide ongoing administrative services to help firms with ongoing compliance obligations. But above all ComplianceWorks provides business solutions for compliance problems.

Guggenheim Funds is a subsidiary of Guggenheim Partners, LLC, a global, diversified financial services firm with more than $100 billion in assets under supervision.  Guggenheim Funds Distributors, Inc. offers strategic investment solutions for financial advisors and their valued clients. As an innovator in exchange-traded funds (ETFs), unit investment trusts (UITs) and closed-end funds (CEFs), Guggenheim Funds often leads its peers with creative investment strategy solutions. 

LJPR, LLC is a fee-only financial advisor and wealth management firm that specializes in retirement planning, investment management, estate planning and tax planning.

Mackinac Savings Bank, a federally chartered savings bank, specializes in residential mortgage lending. Conventional, Government and Jumbo mortgage programs for purchase and refinancing are offered in all states in the continental US. The bank is renown for providing innovative loan programs as well as exceptional customer service.

Shareholders Service Group provides full service asset custody and securities brokerage with discount pricing and brokerage technology designed for the needs of busy and successful independent RIAs.

SQN provides asset and growth financing to small operators as well as to some of the world’s largest corporations and governments. Capital for investments comes from partnerships with private equity and hedge funds, individual investors, major international banks, and from multiple internally managed SQN Alternative Investment Funds.

TradePMR is a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. We assist RIAs in the investment advisory industry to improve their profitability. We do this by reducing their fixed operational costs by leveraging state-of-the-art technology and sales solutions. TradePMR is proud to sponsor the 2011 ACA conference and will provide FREE PERFORMANCE REPORTING SOFTWARE to all ACA conference attendees. Please call (888) 579-8640 or visit www.tradepmr.com to learn more. We look forward to seeing you in Kansas City!

Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.

Wells Fargo Home Mortgage provides services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing.  

Bert Whitehead is the founder and CEO of Cambridge Connection, Inc. and founder of ACA (Alliance of Cambridge Advisors). He is admitted to practice in the United States Tax Court, Federal District Court, and Michigan Courts. Bert is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the National Association of Tax Practitioners, as well as a member of the State Bar of Michigan. Recognized as a leading authority on financial planning, Bert is a regular speaker at industry conferences and is often quoted in the Wall Street Journal, Investment News, and many others. His publications include Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction, a variety of booklets & accompanying CD on financial issues and Deduct It! Deduct It! Charitable Donation Tracker. He also writes a periodic blog on topics of interest to clients.