Friedman Billings Ramsey

Envision Financial, based in Irvine, CA, specializes in providing flexible and versatile investor recordkeeping solutions tailored to the needs of asset managers and financial services providers. Since its establishment in 1994, the company has developed open software and services to support a variety of investment products, including mutual funds, college savings plans, and alternative investments. With a significant operating history and a focus on automation and real-time data access, Envision Financial has grown to manage over $6 trillion in assets across more than 450 investment firms. Its commitment to adapting technology to meet the evolving demands of the financial landscape positions it as a leader in the industry. Generated from the website

Affinity Investment Advisors, LLC is an independently owned registered investment advisor based in Newport Beach, California. With a focus on the publicly traded equity markets, they offer a range of U.S. equity strategies, as well as international and global equity options, providing clients with a time-tested and scalable investment approach. Since their establishment in 1992, Affinity has been committed to being the best investment management firm, earning the trust of their clients through superior long-term performance, client service excellence, and a firm-wide dedication to integrity and collaboration.Generated from the website