The Life Settlement asset class is a non-correlated investment category that offer investors an opportunity for portfolio diversification and balance. Our mission is to provide investors unparalleled access, expertise, and transparency to the growing Life Settlement investment marketplace. We do...
Evan Kukuk is one of our Investment Banking Interns this year and has been a great asset to the team. He is currently a student at The Citadel majoring in Finance.
Camden Adams is one of our Investment Banking Interns this year and has been a great asset to the team so far. He is currently a sophomore at the Citadel majoring in Accounting with a minor in Applied Statistics.
Sequence Financial Specialists, providers of individually tailored financial solutions and Managing Broker-Dealer services, is thrilled to announce the launch of its new website, sequencefinancialspecialists.com. The site features an all-new and mobile-friendly design with a focus on...
While there are many similarities between Regulation A ("Reg A") and Regulation D ("Reg D"), there are some important differences to be aware of. To highlight the differences between the two regulations and to provide an educational tool, we created this comparison chart for Reg A and Reg D. Click...
2021 was quite a ride! Let’s toast to yesterday’s achievements and tomorrow’s bright future. May all that is beautiful, meaningful, and brings you joy be yours this holiday season and throughout the coming year! We wish you and yours a joyous holiday season, Merry Christmas & a happy, healthy...
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