Sponsor Information
Read below to learn more about your sponsors for Growth Summit 2025: Elevate Your Practice.
Gold Tier Sponsor
First Trust Portfolios
A leading provider of actively managed ETFs, unit investment trusts, and mutual funds, First Trust offers investment solutions that help advisors diversify client portfolios and navigate market cycles. Known for its First Trust AlphaDEX ETFs, which use a proprietary methodology to identify stocks with strong growth and value characteristics, helping advisors enhance portfolio returns.
Silver Tier Sponsors
interLink
A provider of turnkey asset management programs (TAMPs) and advisory solutions, interLink supports advisors with investment management, operational efficiencies, and practice growth strategies. Offers TAMP (Turnkey Asset Management Program) Solutions, which help advisors outsource investment management while focusing on client relationships and financial planning.
Eagle Point Securities
Specializing in collateralized loan obligations (CLOs) and credit-focused investment strategies, Eagle Point provides access to alternative credit solutions that can enhance income and diversification for clients. Offers the Eagle Point Credit Company (ECC), a closed-end fund that provides exposure to CLO equity and debt, delivering high-yield income opportunities for clients..
Envestnet
A leading financial technology platform that integrates wealth management, financial planning, and data aggregation, enabling advisors to deliver holistic and personalized investment solutions. Provides the Envestnet | MoneyGuide financial planning software, enabling advisors to create dynamic, goal-based financial plans for clients.
iCapital
A fintech platform that democratizes access to alternative investments such as private equity, hedge funds, and structured products, helping advisors incorporate institutional-quality investments into client portfolios. Facilitates access to alternative investments through the iCapital Marketplace, a platform that connects advisors with private equity, hedge funds, and structured notes.
Crump Life Insurance Services
A national insurance brokerage firm offering life, long-term care, and disability insurance solutions, Crump helps advisors incorporate risk management and estate planning strategies for their clients. Provides Life Insurance Brokerage Services, giving advisors access to top insurance carriers for estate planning, wealth transfer, and risk management solutions.
Bronze Tier Sponsors
LoCorr
Specializing in low-correlation alternative investments, LoCorr Funds provides diversification strategies designed to reduce portfolio volatility and enhance risk-adjusted returns. Known for the LoCorr Long/Short Commodity Strategy Fund, which provides diversification by investing in commodities with low correlation to traditional stock and bond markets.
InSource
A financial solutions provider specializing in annuities and insurance-based retirement strategies, supporting advisors in delivering tax-efficient income and legacy planning options. Specializes in Fixed and Indexed Annuities, which offer clients protected income streams and tax-deferred growth in retirement planning.
JP Morgan
A leader in structured investments, offering customized notes and market-linked products that help advisors tailor risk-adjusted return strategies for clients. Offers Market-Linked CDs (MLCDs), which provide principal protection with potential upside tied to equity or fixed income indices, appealing to conservative investors.
MFS Investment Management
A global asset manager with a long-term, active investment approach across equities, fixed income, and multi-asset strategies, offering advisors a range of solutions for client portfolio construction. Well-known for its MFS Global Equity Fund, a long-term, actively managed fund that helps advisors diversify client portfolios with international exposure.
Morningstar
A leading provider of investment research, data, and portfolio analytics, Morningstar empowers advisors with insights, ratings, and tools to make informed investment decisions for clients. Offers Morningstar Direct, an advanced analytics platform that helps advisors with investment research, portfolio analysis, and risk management.
NexPoint
An alternative investment manager with a focus on real estate, credit, and opportunistic investments, providing advisors access to differentiated strategies beyond traditional asset classes. Provides the NexPoint Real Estate Strategies Fund, which focuses on opportunistic real estate investments, offering clients exposure to non-traditional asset classes.
ABRDN
A global investment firm offering solutions in equities, fixed income, alternatives, and ESG-focused strategies, helping advisors build resilient and responsible investment portfolios. Offers ABRDN Global Infrastructure Income Fund, which gives advisors access to infrastructure investments with income-generating potential and inflation protection.
