We seek out and represent innovative and unique investment offerings, market-leading structured insurance and benefit finance solutions, and best-in-class services that deliver revenue realization and cost management.
Partner Offerings
Insurance Company-Owned Life Insurance (ICOLI)
Limited capacity Small & Middle Market Private Equity IDF
Limited capacity Small & Middle Market Private Equity IDF
Fund Employee Benefit Obligations | Favorable tax Treatment | Attractive RBC Treatment | Open Architecture, Bespoke ICOLI Structures
Limited capacity Small & Middle Market Private Equity IDF
Limited capacity Small & Middle Market Private Equity IDF
Limited capacity Small & Middle Market Private Equity IDF
Strong Performance Track Record | Premier Middle Market Private Equity Funds | Deep Insurance Company Investment Experience
Impact Investing | Affordable Housing MBS ETF (OWNS)
Limited capacity Small & Middle Market Private Equity IDF
Impact Investing | Affordable Housing MBS ETF (OWNS)
Driving new mortgage capital into underserved communities in the U.S. | SVO-Identified Bond ETF
NAIC A.1 Rating | Available as a Bespoke SMA
Bank-Owned Life Insurance (BOLI)
Supporting U.S. Agriculture Through Innovative Investing
Impact Investing | Affordable Housing MBS ETF (OWNS)
New GA BOLI Placement | New SA BOLI Placement
SA & GA Diagnostic Reviews and Remediation
ICOLI Bundled with a Middle Market Private Equity IDF
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Allows Insurance Allocators to efficiently access top PE investments with the strong capital and ta benefits of an ICOLI structure
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Real Estate Finance | CM1-Rated Ag Loans
Lifetime Income Non-Qualified Solutions (LINQS+)
Bank and Credit Union Performance and Cost Management
Bank and Credit Union Performance and Cost Management
Low-cost lifetime benefits for key talent | Executive Comp Consulting
Bank and Credit Union Performance and Cost Management
Bank and Credit Union Performance and Cost Management
Bank and Credit Union Performance and Cost Management
Data and payment contract optimization | Revenue enhancement/cost reduction strategies
Leveraging Capital Markets for Greater Good
Impact Investment strategy with a focus on increasing the flow of mortgage capital to support homeownership in economically disadvantaged communities as a means of reducing the racial wealth gap in the U.S. Our unique investment vehicles includes the Impact Shares Affordable Housing MBS ETF (OWNS) and a companion SMA offering, managed by Community Capital Management.
Impact Shares Affordable Housing MBS ETF (NYSE: OWNS) Celebrates Its First Anniversary:
Impact Shares Launches the Affordable Housing MBS ETF (NYSE: OWNS)
“One of the largest barriers to wealth creation for minorities and Black Americans is the lack of inherited wealth. Providing affordable housing to minority Americans is a crucial step in helping to address the widening racial wealth gap and catalyzing economic growth in LMI communities.”
Marvin Owens, Chief Engagement Officer, Impact Shares
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“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Intera Capital Partners, LLC is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.”
BrokersCheck | Customer Relationship Summary
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