Strategic Partners

In our effort to generate increased growth and maximize results, AmericaVest chooses strategic partners with the expectation of long-term relationships. We are extremely selective and work closely with these trusted service providers:

Greenberg Traurig -- Greenberg Traurig's National Financial Institutions Practice Group is an interdisciplinary team of attorneys, including former in-house counsels, bankers and government attorneys, with domestic and international experience in representing financial institutions of all types.

XN Financial -- Since inception, XN Financial^® has consistently expanded its products and services
to offer all members a true global personal risk management solution. They have successfully developed and implemented tailored, technology-supported insurance and benefit programs in countries spanning the globe.

Ridge™ Clearing & Outsourcing Solutions -- With deep expertise and a singular business focus, Ridge Clearing offers a breadth of trade execution, clearing, custody, settlement, operations outsourcing and business expansion services to institutional broker dealers, discount and full service broker dealers and wealth managers around the world.

JPMorgan Chase & Co. (NYSE: JPM) – JPM is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Weston Portfolio Group, LLC -- WPG is a recognized consulting firm advising the Financial Services Industry, Wall Street Firms, Hedge Funds and the Mortgage Banking Community. As an industry leader, WPG provides a broad range of integrated solutions designed to help organizations more efficiently utilize and optimize their assets, operations, and processes.

Gemini Fund Service, LLC – Gemini partners with investment companies to deliver successful, comprehensive, mutual funds and alternative investment solutions. Gemini is a customer-focused, full-service provider specializing in established funds with assets ranging from $50 million to $2 billion, and in partnering with Investment Advisors to start funds.

First American Capital and Trading Corp. – FACTC is an FINRA/SEC registered broker/dealer that caters to financial institutions and other Member broker/dealers. First American offers competitive wholesale commission rates coupled with "turn-key" trading and execution solutions customized for each clients' specific business needs.

FundQuest – A BNP PARIBAS company founded in 1993, FundQuest is a global provider of web delivered wealth management solutions for premier financial institutions. FundQuest provides innovative open architecture investment service and outstanding overall support to both management and advisors.

Bancroft Insurance Agency – With many years of experience , Bancroft has guided many small to mid-size  businesses in designing, implementing, and managing alternative insurance programs.