Coolwater Capital

creating a new model to launch, build, and scale emerging fund managers

Cash is Clear™

Cash is Clear™ Learning Systems teaches organizations to optimize how to future-proof their businesses. Our founder, David Safeer, is a leading expert in cash flow optimization, and hundreds of organizations around the globe have benefited from working with him. Follow us to learn about the 5 pillars of the Cash is Clear™ Framework: Mindset Model Manage Mentor Maximize We have hundreds of strategies to share with you. Use them in your business to manage and maximize cash flow and always have the cash you need. If you are a financial professional, use the strategies to future-proof your clients. Want more? Join our email list here and learn even more: https://www.davidsafeer.com/about-us

Intellectual Property Exchange International (IPXI)

Headquartered in Chicago, Intellectual Property Exchange International, Inc. (IPXI®) is the world's first financial exchange for licensing and trading intellectual property (IP) rights. IPXI is a membership-based organization governed by various Exchange committees. The Exchange operates under two core principles: transparency and efficiency.

Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.

Moore Financial Services Group, LLC

Moore Financial Services Group, LLC, is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products & services to individuals & business owners. We believe you will be better able to identify your goals & make sound decisions to help reach them by our providing sound financial information. We are committed to maintaining the highest standards of integrity & professionalism in our relationship with you, our client. We endeavor to know & understand your financial situation & provide you with only the highest quality information, services, & products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax Management Investment Management Retirement Strategies Estate Conservation If you are interested in hearing more about what we offer & how we can help you & your family, you may reach us at: Phone - 281-817-6433 Email - mattmoore@moorefsg.com Website- moorefinancialservicesgroup.com We look forward to speaking with you!