Catalyst Funds strive to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever-changing global market environment. Catalyst offers both traditional and alternative investment strategies. Their alternative/hedged strategies typically seek to add alpha, reduce correlation to the market indexes and reduce downside risk. These strategies tend to fit in as an alternative allocation.

National Gold Consultants (NGC) exclusively works with financial advisors and Registered Investment Advisors nationwide. As one of the only licensed and regulated firms in the country, NGC assists advisors by helping them offer a fiduciary approach to physical gold and silver. Over the last decade, NGC has assisted advisors produce hundreds of millions into pre-1933 US coinage and IRA’s.

Rational Funds believes that traditional buy-and-hold equity and income strategies do not adequately address investor needs in the current market environment. Rational Funds’ strategies address the needs of investors by seeking to generate alpha, reduce volatility, and limit tail risk. Their Funds are managed by sub-advisors who focus on high alpha, low beta, with a strong long-term track record over multiple market cycles. Rational Funds’ seasoned investment managers combine innovative modern thinking with advanced technology to strive to be ahead of the curve in exploiting emerging areas of opportunity to help their clients achieve their long-term investment goals.

CLM Ventura’s Founder, Christopher Miller, has spent decades in various leadership roles in wealth management. Since 2012, Chris has assembled similarly pedigreed associates and joint venture partners, making CLM Ventura uniquely qualified to consult on complex situations that sometimes occur in a potential custodial change of assets. Firm connections at the senior most levels and a firmwide passion to always be students of the industry on cutting edge changes, makes them uniquely qualified to consult on their client’s behalf.