Services
- We provide opportunities for brokers to gain firsthand 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 a 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 broker’s review from the brokers who attended your presentation for management’s 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, Los Angeles, Las Vegas, and New York, Chicago, Philadelphia, and more.
