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)
Private Equity Insurance Dedicated Fund (IDF) Structure
Private Equity Insurance Dedicated Fund (IDF) Structure
Open Architecture, Bespoke ICOLI Structures | ICOLI Diagnostic Reviews and Remediation
Private Equity Insurance Dedicated Fund (IDF) Structure
Private Equity Insurance Dedicated Fund (IDF) Structure
Private Equity Insurance Dedicated Fund (IDF) Structure
Strong Performance Track Record | Premier Middle Market Private Equity Funds
Impact Investing | Affordable Housing MBS ETF (OWNS)
Private Equity Insurance Dedicated Fund (IDF) Structure
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
Bank and Credit Union Performance and Cost Management
Supporting U.S. Agriculture Through Innovative Investing
Supporting U.S. Agriculture Through Innovative Investing
Data and payment contract optimization | Revenue enhancement/cost reduction strategies
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+)
Lifetime Income Non-Qualified Solutions (LINQS+)
Lifetime Income Non-Qualified Solutions (LINQS+)
Low-cost lifetime benefits for top talent | Executive Comp Consulting
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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