Investment Services News

Investment Services News – including investment firms, wealth advisors and management, financial planners, and related financial services news, as issued by the Send2Press Newswire service.

VLP Law Group LLP Continues Growth with Addition of Corporate Partner Geoffrey Perusse

PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group.

Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Annual Convention in Boston

PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 – 26.

Sunshine Capital, Inc. Announces Appointment of Venture Capitalist and Stock Market Magnate, Adam T. Petty as New President & CEO

HOLLYWOOD, Fla., Sept. 24, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP) today announced that it has appointed venture capitalist and stock market magnate Adam T. Petty as the new president and CEO of both Sunshine Capital and DIB Funding to help execute the acquisitions of profitable private companies using the newly created DIBCOIN as currency.

Sunshine Capital, Inc. Announces the First Ever Cryptocurrency Dividend of DIBCOIN to Its Shareholders

HOLLYWOOD, Fla., Sept. 23, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP / OTC:SCNP) today announced that The Board of Directors has approved the first ever dividend of a cryptocurrency coin, DIBCOIN to its shareholders.

Sunshine Capital, Inc. Acquires Small Cap Development, Inc. to Assist in Portfolio Acquisitions

HOLLYWOOD, Fla., July 6, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) announces it has acquired Small Cap Development, Inc. to help with the execution of the Company’s plan to acquire positions in multiple public companies.

Sunshine Capital, Inc. Appoints James R J Scheltema as New President and CEO to Execute ‘The Duffy Plan’ for the Company

HOLLYWOOD, Fla., June 17, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pink Sheets: SCNP / OTC:SCNP) today announces that it has appointed James R J Scheltema as the Company’s new President and CEO to execute “Daniel J Duffy’s plan” of turning the Company into a well-structured, revenue, earnings and asset based company.

Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.

Sunshine Capital, Inc. Announces Approval of All Recommendations Made by Investment Trustee Daniel J Duffy, to Cancel 92% of Company’s Outstanding Shares

HOLLYWOOD, Fla., May 20, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) today announced that the Board of Directors has approved all recommendations made by Advisory Board Member and Investment Trustee, Daniel J Duffy.

Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.

Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.

Laconia Capital Group L.P. Announces Late Seed-Stage B2B Venture Capital Fund

NEW YORK, N.Y., Jan. 28, 2016 (SEND2PRESS NEWSWIRE) — Laconia Capital Group L.P. announces the launch of a new Business-to-Business Venture Capital Fund. The newly capitalized fund utilizes an investment approach described as ‘Inflection Capital Investing,’ through which Laconia will invest in late seed-stage companies that have reached an inflection point in their business development that strongly suggests continued growth, attractive future funding rounds, and current tangible value.

Real Estate Investment Firm Turns Tidy Profit in One Year

LOS ANGELES, Calif., Jan. 6, 2016 (SEND2PRESS NEWSWIRE) — Carolwood Equities, a privately-held, fully-integrated real estate investment company, just closed a deal for an impressive return and the firm’s founders, Andrew Shanfeld and Adam Rubin, partners, say it’s just the beginning.

ArteQuesta announces Exclusive USA Representation of Ziv Koren: Award-Winning, Critically Acclaimed Photo Journalist

MILL VALLEY, Calif., Dec. 2, 2015 (SEND2PRESS NEWSWIRE) — Fine Art Investment firm ArteQuesta announces the exclusive USA representation of world-renowned Israeli Photo Journalist, Ziv Koren. In signing with ArteQuesta, Koren stated, ‘I’m very excited and looking forward to a fruitful collaboration. Through my photography, I’d rather be honest than impressive.’

Brazilian Developer OPTIMA expands its activity and launches its first project in the Orlando Walt Disney World area

MIAMI, Fla., Nov. 24, 2015 (SEND2PRESS NEWSWIRE) — OPTIMA, an international developer headquartered in Sao Paulo, Brazil, announces its expansion into the Orlando region and is launching its first project there today, the ‘Regal Palms Elite Townhomes.’

Klingenstein Fields Wealth Advisors releases publication on alternative investments

NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

BNP Paribas Brings SmartStops.net Risk Management Solutions to The Italian Market

SAN FRANCISCO, Calif., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) — SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.

First Standard Financial Company Expands with The Addition of Chief Market Economist, Peter I. Cardillo

NEW YORK, N.Y., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — First Standard Financial Company (‘FSF’), a full service Broker Dealer offering client-centric retail brokerage and advisory services to its clients worldwide, announced today that it has hired renowned economist and frequent television business news contributor Peter I. Cardillo as the Firm’s Chief Market Economist.

Fine Art Investment Firm ArteQuesta Proves Tech Isn’t Just for Silicon Valley

MILL VALLEY, Calif., Oct. 12, 2015 (SEND2PRESS NEWSWIRE) — ArteQuesta announces its new software for art collectors, the Art Portfolio Management System. ‘From a collector’s standpoint, our software offers simplicity for managing a collection without cutting corners or lowering standards,’ comments Rayah Levy, ArteQuesta’s Founder and Director.

KCLI: Shareholder Issues Letter to Board of Directors, Believes Proposed ‘Go-Private’ Transaction Structured Unfairly

NEW YORK, N.Y., Sept. 10, 2015 (SEND2PRESS NEWSWIRE) — On Sept. 9, 2015, Sherow Management, LLC, an outside shareholder, sent a letter addressed to the Kansas City Life Insurance Co (NASDAQ:KCLI) Board Chairman in response to the Company’s proposed ‘Go-Private’ Transaction. Sherow believes the deal is unfair to outside shareholders and should be amended.

Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

U.S. Government Approves EB-5 Investment for Caffe Primo San Diego

COSTA MESA, Calif., Aug. 24, 2015 (SEND2PRESS NEWSWIRE) — PDC Capital Group announced that United States Citizenship and Immigration Services has approved an I-526 petition filed by an investor in a new Caffe Primo restaurant in San Diego.

ArteQuesta Offers New Art Investment Program for Military Families

MILL VALLEY, Calif., Sept. 11, 2014 (SEND2PRESS NEWSWIRE) — Today ArteQuesta announces a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.

ArteQuesta Launches New Fully Featured Website Providing Clients with Art Market Expertise

MILL VALLEY, Calif., Aug. 19, 2014 (SEND2PRESS NEWSWIRE) — ArteQuesta, a fine arts investment company is pleased to announce the launch of its new website artequesta.com. ArteQuesta’s website is designed to assist collectors, patrons, art professionals, and individuals in making thoughtful decisions for establishing or maintaining an art-investment portfolio.

Financial Consultant Ed Carlson Discusses How to Time Stock Market Cycles on ‘Market Wrap with Moe Ansari’

NEWPORT BEACH, Calif., Feb. 15, 2013 (SEND2PRESS NEWSWIRE) — There are many methodologies for deciding when to buy and sell in the stock market, and the right advice can be invaluable. From 1951 to 1985, George Lindsay was renowned for his accuracy in predicting market cycles in order to time the buying and selling of market shares. On Feb. 20, ‘Market Wrap with Moe Ansari’ will host Ed Carlson, author of ‘George Lindsay’s An Aid to Timing’ (ISBN: 978-0615720371).

ArteQuesta Announces Launch of Israeli Masters Collection

MILL VALLEY, Calif., Jan. 9, 2013 (SEND2PRESS NEWSWIRE) — ArteQuesta launched its Israeli Masters Collection, announced Rayah Levy and Jessica Jacobson, co-founders of ArteQuesta. This collection is the culmination of a decade of work to gather and preserve historically significant art works by Israeli Master Artists during Israel’s emergence as the Jewish state.

ArteQuesta Collectors Build Investment-Grade Portfolios and Create Art History (updated)

MILL VALLEY, Calif., Nov. 28, 2012 (SEND2PRESS NEWSWIRE) — ArteQuesta Collectors Drs. Holly and Mark Monroe will loan a portion of their collection for display in ArteQuesta’s private museum, Rayah Levy founder of ArteQuesta, announced today.

Financial Foundation Group (FFG)’s Belinda A. Hoover Appointed Vice President

DENVER, Colo., Feb. 23, 2012 (SEND2PRESS NEWSWIRE) — Belinda Hoover has been promoted to Vice President of Client Services with the Financial Foundation Group. In Belinda Hoover’s 20 years of business experience she was an executive with an engineering consulting and training company where amongst her corporate management duties as Chief Administrative Officer; her responsibilities included the administration of the corporate insurance and benefits program.

Smith McKenna Reports that 2012 Marks Time to Invest in Silver

HOLLYWOOD, Fla., Jan. 5, 2012 (SEND2PRESS NEWSWIRE) — Smith McKenna, LLC announced this week that 2012 is the time to invest in silver. Stephen M. Smith, managing member Smith McKenna, has 20 plus years of experience in commodity-market analysis and advises that silver will emerge as king.

Real Estate Investors Move to Invest in Oil, Breaking Ground for Innovative Investment Niche

DALLAS, Texas (SEND2PRESS NEWSWIRE) — Domestic Development Company announces a compelling real estate investment product that allows people to invest in oil, while yielding the greatest payback, superior tax benefits and long-term cash flow.

11 Georgia Business Brokers Named to Million Dollar Club with $40 Million Sold

ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — In a difficult year for business transactions, 13 members of the Georgia Association of Business Brokers helped enough business owners buy and sell $40 million worth of businesses to earn membership to the organization’s prestigious Million Dollar Club for 2010.

White Horse Advisors Completes Conversion to U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor

ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.

American Financial Strategies (AFS) Launches Investment Revolution to Match CEOs with Wealth-Qualified Investors

SAN CLEMENTE, Calif., June 6 (SEND2PRESS NEWSWIRE) — American Financial Strategies (AFS) and its experienced executive team of professionals officially launched its unique and exclusive CEO / investor matching service today. AFS offers CEOs the opportunity to raise critically needed capital by providing strong awareness programs that communicate directly with the industry’s largest data base of premium wealth qualified investors.

Top 12 Critical Stock Trading Questions Answered in New Step-By-Step Special Report by 30 Year Trading Veteran

DETROIT, MI – May 11 (SEND2PRESS NEWSWIRE) — Profits Run, Inc., has announced online availability of their new Stock Swing Trading Special Report. It provides step-by-step answers to the Top 12 questions over 20,000 active stock traders asked their president, Bill Poulos, in a recent survey. This report provides free stock trading strategies usually only found in high-priced seminars.

Most Families Missing Out on Free College Funding Aid

SCRANTON, Penn. – September 13 (SEND2PRESS NEWSWIRE) — Most families would agree that college tuition is one of the biggest expenses they will face. That’s why when it comes to financial aid; most people would like to be certain that they are getting the most money they can. In fact, according to Philip Goldstein, a College Funding Specialist in Clarks Summit, many families are not aware of all the funding possibilities and are missing out on thousands of dollars each year.

Why Few Retirees Have the Right Investments – And How to Tell if You’re One of Them

SCRANTON, Penn. – September 8 (SEND2PRESS NEWSWIRE) — Most retirees would agree that saving money is hard enough. That’s why when it comes to protecting their money, most people would like to be certain that their hard-earned funds are going to be safely stored where they’ll be building up interest for the future. In fact, according to Mark McColligan, Vice President of 1st Financial Investments, most retirees are putting their money in the wrong place and losing out on thousands of dollars each year.