Recognized Mutual Funds Leaders 2025

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Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

American Funding Group has been buying real estate notes for over 30 years, developing many creative purchase plans, resolving issues and buying notes that other note buyers couldn't buy. If you want to sell a mortgage, sell a trust deed or sell another real estate note, know that you will be treated professionally and with respect. Contact us at 772-232-2383 for a fair and fast offer.We buy private mortgages and deeds of trust and am very comfortable in one-off transactions. But, we have also purchased numerous mortgage pools (a few over $100 million) in addition to over 1,000 individual mortgages. Connect with us for a fast & fair offer. Check out what other Note Holders have said about dealing with us at http://www.buymortgage.com/american-funding-group-testimonials/.

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert for any questions on life insurance. As the founder of a leading final expense marketplace, Alex has shaped a company known for its commitment to transparency, simplicity, and customer care. Recognized for his ability to simplify complex insurance topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

Perry Hall Investment Group works in the real estate industry. We have (3) main areas of expertise. They include: 1. Long term investment - We buy and hold residential properties (mainly) for long term investment, 2. We buy properties to renovate and typically sell (flip) to retail buyers and 3. We wholesale (assign) discounted or undervalued real estate investments to other investors and institutions locally and abroad. Perry Hall Investment Group is one of the Mid-Atlantic area's largest and well-respected companies in the niche space of real estate investments. Our 30+ years of combined experience has helped hundreds of real estate owners solve their real estate problems while providing quality under valued real estate to investors. Please check us out at: PHIGLLC.com for more information and inventory of assets available for sale.

IPO Ideas is your trusted platform for upcoming IPOs in India, helping investors discover best IPO ideas, analyze live IPO subscription status, and track IPO allotment status in one place. Stay updated with grey market premium (GMP) trends and post-listing performance to make smarter investment decisions. Whether you want to apply for IPO online using ASBA or UPI, compare IPO GMP today, check allotment results, or explore the best IPO stocks to apply, we simplify every step of the IPO journey for retail and HNI investors. Invest confidently with transparent insights, expert IPO analysis, and real-time market demand updates.

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

Real estate investing industry expert and digital strategist.Investing | Investor…

I learned that the best way to achieve success was to motivate the resources I had with well-defined objectives and empowerment. A management belief based on integrity, quality, and service, along with a positive attitude, an aptitude for strategic thought and planning, and the ability to adapt quickly to new ideas and situations allows me to achieve consistent and significant successes in multiple industries. My personality profile says: * A confident, driving individual who reacts quickly to change. * A self-starter with a strong sense of urgency who responds positively to challenge and pressure. * A fast learner who is a practical and ingenuous problem solver. * A fluent and articulate communicator, flexible and responsive. A self directed, goal oriented doer.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Making 1031 Exchanges Simple, Transparent & No FeeNavigating 1031 exchanges shouldn’t feel like deciphering the tax code. At Deferred.com, we built the only No Fee 1031 exchange platform, helping investors keep more of their money while enjoying a seamless experience.I work with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize returns and ensure compliance with 1031 exchange rules. Previously, I led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised on M&A and audit matters at Deloitte & Touche. With a background in accounting, finance, operations, and customer experience, my focus is delivering a 10-star experience for every investor and partner.Let’s make 1031 exchanges work for you, not your QI.

John Gardepe is a real estate strategist, systems architect, and the Co-founder of The Best Cash Home Buyer, a leading investment firm specializing in accelerated property acquisitions across the Greater Tampa Bay market. With over a decade of experience and more than 150 successful transactions, John has established himself as an expert in navigating the complexities of off-market real estate and distressed asset management. As a Co-founder of Banyan Residential Group, John brings a sophisticated, institutional-grade approach to the "we buy houses" sector. His professional focus is centered on the intersection of real estate and technology—specifically the development of system architectures that streamline the transaction process for both individual homeowners and large-scale investors. This data-driven methodology allows The Best Cash Home Buyer to provide homeowners with rapid, transparent solutions while maintaining the operational agility required to thrive in a competitive marketplace. John’s expertise is frequently sought in industry discussions regarding market liquidity, the mechanics of off-market deal sourcing, and the implementation of vertically integrated systems in small-to-midsize real estate firms. He is committed to a collaborative leadership style, believing that clear communication and ethical business practices are the foundation of long-term success in the investment world. Beyond his professional achievements, John is a dedicated member of the Tampa community and a passionate sports enthusiast. An avid Philadelphia Eagles fan, he balances his career with a commitment to fitness and spending quality time with his family. Facebook: https://www.facebook.com/share/14WLH93AVfg/?mibextid=wwXIfr

The middle class has always relied on the stock market to build financial independence, but today that path is blocked by market manipulation & hidden fees that quietly drains investment and retirement accounts. LitXchange changes that. I'm the Co-Founder & CEO of LitXchange and we're building a stock & crypto brokerage designed to protect retail investors by avoiding darkpools, preventing market manipulation, and empowering users with patent-pending swarm intelligence capabilities to level the playing field. LitXchange exists to protect your finances and create fair markets. Finally.

Co-Founder, Mitigata Insurance, Tao.liveBuilt Products for Delhivery, Lenskart, Novopay earlierB.Tech. MIT Manipalhttps://twitter.com/Sarthakdubey

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.