Tag: Advisors

 Cola Wealth Advisors recently donated six flights to a charity fundraiser hosted by the local Porsche Club for Camp Kemo, a camp for children with cancer. The event, called Speed & Beauty Concours d’Elegance, brought together car enthusiasts from around the community for a day of fun and fundraising to support this important organization. Camp Kemo, operated by Prisma Health Children’s Hospital, is a specialized summer camp program that offers a safe and nurturing environment for children and teens affected by cancer. The camp provides opportunities for young people to enjoy new experiences, make new friends, and create lifelong memories ... Read more

 Cola Wealth Advisors recently sponsored the South Carolina softball team’s first annual Swinging to Support Gamecocks golf outing on November 4. The event took place at The Spur at Northwoods Golf Club. Sponsorship opportunities included title sponsors, beverage cart sponsors, and individual hole sponsors, all to benefit the South Carolina softball program. The cost of entry for golfers was $600 for a foursome, which included practice range time, 18 holes of golf, cart rental, a tournament gift, and lunch. Participants even had the opportunity to win a $10,000 hole-in-one cash prize, TaylorMade Stealth Driver, Apple iPad, and more! The golfing ... Read more

 Perpetua Advisors, LLC, the Dallas, Texas based information-technology consulting firm, has been selected as the technology-leadership and transition partner for Precisional LLC, a newly established global platform launched in May and formed through the acquisition of multiple business units from Trimble Inc. Perpetua will deploy its comprehensive network of solutions-focused partners, including Salesforce, Rootstock, Coastal Cloud, and Resultant to solve the challenge of establishing Precisional as an industry leader in precision measurement and data solutions. “Our ‘outside in’ approach to digital transformation will empower Precisional to more quickly adapt to market changes and more effectively address the needs of its ... Read more

 Retirement Plan Advisors, LLC (RPA) is expanding PortfolioPlus, its proprietary participant managed account solution, to include recordkeeper Advisor Managed Account (AMA) platforms. This expansion will bring customized investment advice solutions to even more public sector deferred compensation / defined contribution plans and their employees. RPA brings decades of portfolio construction and public sector expertise to its PortfolioPlus AMA program. The ultimate goal is to help public sector employees replace – for life – the income they made while working. A managed account program provides customized investment solutions to retirement plan participants. As a person approaches retirement, their unique circumstances meaningfully ... Read more

 Blue Sky Capital Advisors, a Nationwide commercial mortgage advisory firm, has celebrated its 3rd year of operations this month. The company arranges commercial financing for residential investment properties, most commercial property types and multifamily properties. Blue Sky Capital Advisors was founded by Dominick Prevete, who serves as the company’s lead originator. Mr. Prevete has forged relationships with 100+ commercial banks nationwide and has affiliate agreements with dozens of institutional private lenders. Blue Sky’s client base is diverse and consists of first time real estate investors, small business owners and seasoned real estate investors – all looking for access to capital ... Read more