James Fortescue

Halo Investing, Inc. provides investment protection. The company was founded by Biju Kulathakal and Jason Barsema in 2015 and is headquartered in Chicago, IL.

Piton Investment Management LP (Piton) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by James “Jim” Fortescue and Kristopher Konrad in 2015. They are owned by Piton Management LLC. Piton specializes in fixed-income investment management services to institutions, other investment advisors and high net worth individuals.

ClearShares LLC is a SEC-registered investment advisor headquartered in Marco Island, Florida. The firm was founded by Thomas “Tom” Deegan and is majority-owned by Deegan Holdings LLC. ClearShares provides investment and strategic advice, investment solutions, and related advisory services to Registered Investment Companies (RICs).

Founded in 1994, Fixed Income Discount Advisory Co. (FIDAC) is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Annaly Capital Management, Inc. (NYSE: NLY), a publicly-traded REIT. FIDAC specializes in managing residential and commercial loans and securities, CDO liquidations and other financial services. The firm provides services to the public and private markets and is also a leading CDO liquidation agent. FIDAC manages a variety of investment vehicles and separate accounts that are marketed globally through distributor relationships. They also serve as the external manager for Chimera Investment Corp. (NYSE:CIM) and CreXus Investment Corp. (CreXus) (NYSE:CXS). In addition, FIDAC provides financial services to a wide range of clients including government entities.

Legacy One Financial Advisors LLC is an independent wealth management firm that provides objective solutions for their clients. The company is based in Austin, TX, and has offices located in other areas as well. The company offers services such as tax-exempt securities, investments, and unique private equity offerings for their ultra-high-net-worth clients. The company's thought-provoking pieces cover everything from financial planning to investments and the latest industry news. The company was founded by Bert Foster and Kevin Lange.