Services

  • We provide opportunities for brokers to gain first hand financial knowledge of your company, from its officers and staff.
  • Our services are tailored to your companies sector, including a direct selection of brokers who invest in your specific field with their clients. 
  • Our events range from breakfasts, luncheons, dinners, and major sporting events.
  • We can arrange one on one “meet and greet” sessions with company officers who represent management’s position. This can happen with the President and the CEO.
  • We can arrange your presentation at many different San Francisco Bay area locations.
  • We offer a brokers review from the brokers who attended your presentation for managements review. You will have commentary on what you presented the following business day.
  • We can arrange your company business presentation on the West and the East coast, with our network to include: Seattle, Portland, LA, Las Vegas, and New York, Chicago, Phillidelphia and more.



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