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Sponsorship

Sponsorship

FSI sponsors demonstrate their support for independent financial services firms and independent financial advisors by helping us to advocate for a healthier, more business-friendly regulatory environment. Sponsors are critically important to the success of our advocacy efforts and member events. Sponsors also provide resources to our members to help them run their businesses better. View these resources.

FSI sponsors demonstrate their support for independent broker-dealers and independent financial advisors through their financial support and involvement in FSI. To see a complete listing of sponsors and to search by product or service, please visit our online sponsor search.

We are grateful for the participation of the following companies:

Ambassador Sponsors

Fidelity Investments Pershing, a BNY Mellon Company

Premier Sponsors

 

American Funds  Envestnet
Prudential Preferred Apartment Communities

Sustaining Sponsors

Allianz Life Financial Services, LLC
Arthur J. Gallagher & Co.
AssetMark, Inc.
Athene
CUNA Mutual
Disability Specialists, Inc.
Docupace Technologies
DST
Envision Financial Systems
FS Investments
Inland Real Estate Investment Corporation
InvestEdge
Jackson National Life Distributors LLC
Lincoln Financial Group
PPCLOAN
RegEd
Sammons Retirement Solutions, Inc.
SC Distributors, LLC
SEI Investments
Vestmark
Voya Annuity and Asset Sales

Associate Sponsors

1290 Asset Managers
AIG Financial Distributors
Aon Risk Solutions
Ashar Group – Life Settlements and Policy Valuations
AXA Distributors, Inc.
Beacon Strategies, LLC
Bedford and Main Financial Consulting, Inc.
Black Creek Group
Blue Vault
Bluerock Capital Markets, LLC
CalSurance Associates
CGI
CION Securities, LLC
CIM Group
Clark Capital Management Group
CNL Financial Group Inc.
DTCC
eMoney Advisor, Inc.
First Clearing
FIS
FMG
Franklin Templeton Investments
Griffin Capital Securities
Hines Securities, Inc.
Insurance Technologies
KBS Capital Markets Group
Lodging Opportunity Fund, LLP
Mewbourne Oil Company
Colony Northstar, Inc.
Owl Rock Capital Partners
Pimco
Pinnacle Insurance and Financial Services, LLC
Principal Funds Distributor
Provasi Capital Partners, LP
Putnam Investments
Redtail Technology
Resource Real Estate
Riskalyze
S2K Financial
Steadfast Capital Markets Group
Susan Burton Consulting, LLC
Sycamore Company
The Bancorp
US Energy Development Corporation

Partner Law Firm Sponsors

Eversheds Sutherland
Freeman Mathis & Gary, LLP
Winget, Spadafora & Schwartzberg, LLP

Sustaining Law Firm Sponsors

Briggs and Morgan, P.A.
Marshall, Dennehey, Warner, Coleman & Goggin
Matasar Jacobs LLC
Wiand Guerra King P.A.

Associate Law Firm Sponsors

Crowe & Dunlevy
Greensfelder, Hemker & Gale, P.C.
Pension Resource Institute, LLC

Media Sponsors

RealAssets Adviser
Financial Advisor Magazine
InvestmentNews
SourceMedia
ThinkAdvisor Financial Network
WealthManagement.com

The Financial Services Institute is independent from and not affiliated with any of our sponsor companies. Sponsorship of the Financial Services Institute does not suggest that our sponsors recommend or endorse any of our positions or our advocacy initiatives.

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.

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Who to Contact

Kathryn Anderson
Associate Vice President, Corporate Relations
678 436 5544
Email Kathryn