Investment Advisory Group is always seeking additional affiliate companies in its ongoing quest to provide clients with "best practices" in investment advisory services, property and casualty insurance, and access to capital. We are very pleased to share with you information about our affiliate companies.
International Capital Advisors identifies, qualifies and provides investment opportunities to private equity, corporate investors, funds and high net worth individuals. By leveraging on the expertise of our professionals, and local knowledge through our presence and experience in global and capital markets, ICA is well-positioned to consult investors on their senior living/healthcare investments. With our valuable expertise in research, project-level and documentation due diligence, risk management, and financial structuring and arranging, ICA offers the following services:
ICA's principals have successfully completed $13 billion in tax equity investments, section 42 affordable housing, structured debt, lease equity, leasing and debt defeasance.
United Capital Financial Advisers, LLC, based in Newport Beach, CA, is a national network of financial advisory firms. Formed in 2005 by a team of seasoned wealth advisory and investment industry professionals, the firm currently has 29 offices across the country, providing life-relevant wealth advice and objective discretionary investment advisory services to private and institutional clients, representing more than $13 billion in assets. United Capital has a unique combination of expertise in acquiring, operating, and transforming owner-operated independent advisory practices from lifestyle businesses into large-scale, high value wealth counseling offices with access to the resources of a large national company.
Institutions nationwide depend on United Capital to offer a high level of leadership and accountability for their investment needs. With a specific focus on nonprofit organizations, United Capital's history of client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of ministry organizations, including operating fund, planned giving instruments, retirement plans, and foundation and endowment assets.
The Miller-Thornton-Shatto Group advises families, institutions, organizations, and professionals on their taxable and tax-deferred assets. The Miller-Thornton-Shatto Group delivers comprehensive financial planning and wealth management counsel to clients with significant assets who are concerned with asset preservation, conservative growth strategies, tax sensitivity, credit availability, philanthropy and organizational legacy. Services include: Cash Management Services; Keyman Insurance; Lending Services (Lines of credit, commercial mortgages, term loans); Lockbox, Payroll, Merchant Payments; Retirement Savings Plans (401(k), 403(b), 457, etc.); and Strategic Advisory Referral Services (Merger, acquisition, divestitures, private placements). With a global presence in 32 countries and a powerful understanding of the investing world, we have the intelligence and the resources to take advantage of opportunities wherever they arise. Morgan Stanley Smith Barney provides a full suite of business services dedicated to meeting the needs of not-for-profit organizations, as well as those of their employees.