Our Partners
Business Partners
- David Greenspahn - The Orchard Group Life Insurance Consulting David works with his clients to streamline their life insurance portfolio so that each contract satisfies the specific financial need as efficiently as possible. This process begins with an audit of your contracts based on information obtained directly from your insurance carrier. Your contract is then compared to a variety of other contracts in the marketplace to evaluate the cost effectiveness of your specific policy. The financial stability of the insurance company is also evaluated to verify that only the highest quality companies insure you. If you are unsure of the general health of your life policies, you can contact David at (XXX) XXX-XXXX or at theorchardgroup@aol.com.
- David James - Washington Mutual Senior Loan Consultant David is a Senior Loan Consultant for the Nation's largest mortgage lender, Washington Mutual. He has been in the business for 21 years and has been named Washington Mutual's Top Loan Consultant in Illinois. If you are interested in obtaining a mortgage or refinancing, David can be reached at the following: direct: (XXX) XXX-XXXX pager: (XXX) XXX-XXXX david.james@wamu.net
- CSMG Sports CSMG is the most innovative and customer intimate sports management firm in the world. Since 1981, CSMG has been providing a full array of services including contract negotiations, marketing and financial services to their clients. ''managing the business of sports, worldwide.''
Investment Partners
- Clipper Funds
- Oakmark Funds
- Wasatch Funds
- FPA Funds
- Meridian Funds
- Alliance Bernstein
- Janus Funds
- Third Avenue Management
- Longleaf Partners
- PBHG Funds
- American Funds
- Baron Funds
- Davis Funds
- Dodge & Cox Funds
- Franklin Templeton
- Howe Barnes Investments
- Nations Funds
- Oppenheimer Funds
- PIMCO Funds
- Royce Funds
- RS Investments
- Tweedy Browne
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