The Vision
DFPG Investments, Inc. is pleased to announce that Financial Foundations Insurance & Investments, based in Windsor, Colorado, has joined DFPG.
“I’ve built a company that has always sought to deliver high-quality guidance to our clients,” says Jim Raine, President of Financial Foundations Insurance & Investments. “I’m excited to have found a broker-dealer that not only shares my philosophy and values, but will offer a new level of experience and expertise in alternative investments.”
Mike Bendix, DFPG’s CEO, says, “Jim is an outstanding addition to DFPG. We are always looking for that planner-type advisor, who puts investors first, and also understands the importance of diversification.”
Bendix continues, “We believe that advisors need to focus on providing genuine comprehensive planning for their clients, and you can’t do that without having a commitment to technology, educational resources, and access to non-correlated assets, such as alternative investments. Our role is to provide advisors with the underlying resources required to provide comprehensive planning.”
Mike Bendix is the former president of the Alternatives & Direct Investment Securities Association (ADISA), which is the nation’s largest alternative investments association. Bendix currently serves as chairman of ADISA’s Broker-Dealer Advisory Council.
DFPG is an independent broker-dealer and registered investment advisor (RIA) with registered representatives and investment advisors located across the country. As a broker-dealer and RIA, DFPG provides a full-service platform that enables its financial advisors to more effectively serve their investors. DFPG was recently added to Inc. Magazine’s Inc. 5000 and is recognized within the financial services industry for its expertise and due diligence in alternative investments, with a focus on securitized real estate.
For more information about DFPG, including media inquiries, please contact Nick Hansen (nhansen@dfpg.com).
