Firm
Avi Shemesh: Goal of CIM Group September 29, 2020

Avi Shemesh: Goal of CIM Group

In this clip, Avi Shemesh (Co-Founder and Principal, CIM Group) speaks about CIM Group’s focus on providing quality asset management to both institutional and retail investors.
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational…
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs September 24, 2020

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs  September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs.  Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need…
AIX and Great Lakes Fund Solutions Announce Integration September 24, 2020

AIX and Great Lakes Fund Solutions Announce Integration

AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL – September 22, 2020 – Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the…

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