Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Amerisure Announces New Regional Vice President of Field Claims


“Kevin has been a tremendous leader for our Claims teams since joining Amerisure,” said Becky Kenyon, Vice President of Field Claims at Amerisure. “I am confident that in his new role, he will enhance Amerisure’s Claims service delivery in the South and Central Regions.”

Amerisure is pleased to announce Kevin Korte has been promoted to Regional Vice President of Field Claims for Amerisure’s Central and South Regions.

In his new role, Korte will provide leadership to the Central and South Claims Regions and will support the Amerisure’s Field Marketing & Underwriting business partners in both regions. Kevin will have ongoing responsibility for the field claims staff in the company’s Tampa, Atlanta, Charlotte, Richmond and Memphis Core Service Centers (CSC).

“Kevin has been a tremendous leader for our Claims teams since joining Amerisure,” said Becky Kenyon, Vice President of Field Claims at Amerisure. “I am confident that in his new role, he will enhance Amerisure’s Claims service delivery in the South and Central Regions.”

Korte joined Amerisure in 2002 as a Workers’ Compensation Supervisor in Amerisure’s St. Louis CSC, and has worked in various leadership roles in the Florida, Memphis, and Farmington Hills CSCs. He relocated to Atlanta in 2014 as the Field Assistant Vice President for the Central Region. In December 2019, Korte assumed responsibility for managing the South Field Claims operation in addition to his role in the Central Region.

Korte began his insurance career as a Workers’ Compensation Adjuster and has more than 25 years of claims-related industry experience. He holds a Bachelor of Science in Business Administration from St. Louis University.

About Amerisure Insurance

Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success® agencies and policyholders. As an A rated (Excellent) property and casualty insurance company licensed in 50 states, Amerisure provides a comprehensive line of insurance products to protect businesses focused in construction, manufacturing and healthcare through strategically located Core Service Centers. For more information, visit amerisure.com

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Mercury Insurance and Wildfire Expert Douglas Kent Provide Advice on Maintaining Firescaped Properties


News Image

A home is like a vehicle in the respect that it needs a tune up to handle the change in seasons.

More often than not, poor landscape maintenance is what leads a wildfire directly to a house. Homeowners can tackle landscape maintenance tasks year-round in order to best protect their properties.

“A home is like a vehicle in the respect that it needs a tune up to handle the change in seasons,” said Mercury Insurance Vice President of Property Claims Christopher O’Rourke. “Take the time to maintain your property throughout the year, and remember that an important step is to contact an insurance agent to assess coverage before you suffer a loss.”

Proper defensible space management divides a property into three zones:


  • Zone 1 is the immediate 30-ft radius surrounding the home, which must extinguish firebrands and endure intense heat. Maintenance tasks include removal/replanting, managing weeds, maintaining efficient irrigation, caring for hedges, and managing terraces.
  • Zone 2 is the following 30-100-ft radius surrounding the home, which must be able to stop a ground fire. Vegetation management is key in this zone (and in Zone 3).
  • Zone 3 is the area farthest from the home, from the edge of Zone 2 to the property boundaries. This zone works to dramatically slow a ground fire.

Wildfire land management expert Douglas Kent, author of Firescaping: Protecting Your Home with a Fire-Resistant Landscape, highlights maintenance priorities for California residents living in fire country.

About Mercury Insurance

Mercury Insurance (MCY) is a multiple-line insurance organization predominantly offering personal automobile, homeowners and commercial insurance through a network of independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas and Virginia. Since 1962, Mercury has specialized in offering quality insurance at affordable prices. For more information visit http://www.mercuryinsurance.com or Facebook and follow the company on Twitter.

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MarketSphere Names Unclaimed Property Expert Heather Gabell Senior Manager of Compliance


MarketSphere Unclaimed Property Specialists, providers of advanced unclaimed property solutions, welcomes Heather Gabell as the company’s new senior manager of compliance. Ms. Gabell is an experienced professional with deep experience and understanding of the rapidly changing escheat environment.

“As the unclaimed property regulatory environment continues to change and become more complex, in addition to the increasing compliance enforcement efforts from the states, there is a heightened need for companies to ensure that they are staying ahead of the curve.” Said Jon D’Amato, MarketSphere Partner, Unclaimed Property Practice Leader. “Ms. Gabell has a proven track record of doing just that. She not only has a deep understanding of these industry complexities but also a passion for staying up to date on the changing landscape and ensuring that our clients are best positioned. We are excited to have her as part of our team.”

Focused Expertise Monitoring and Understanding Unclaimed Property Legislation

Heather’s primary focus will be assisting with interpreting and communicating changes in the unclaimed property legislation to ensure compliance in all reporting jurisdictions. Additionally, she will be monitoring regulatory and legislative activity related to privacy and data security concerns.

“Coming into and maintaining compliance with unclaimed property laws can be a challenge for holders.” says Gabell. “My goal is to ease holder concerns as I continually monitor new legislative and regulatory activity, industry trends, and follow litigation surrounding complex unclaimed property issues. I look forward to working with my colleagues at MarketSphere to help educate and implement strategies for the benefit of our clients.”

Prior to joining MarketSphere, Heather served as Director of Compliance for several years at Keane where she was responsible for coordinating, monitoring, and responding to requests related to unclaimed property legislative, regulatory, and administrative research and policy. Ms. Gabell holds a Bachelor of Arts degree from the University of Pennsylvania and a Juris Doctor degree from the Villanova University School of Law. Heather is licensed in Pennsylvania and New Jersey and is a member of the UPPO, SSA, STA, and NICSA organizations.

About MarketSphere Unclaimed Property Specialists

For nearly two decades, MarketSphere has partnered with companies of all sizes and industries to manage escheatment liabilities and unclaimed property responsibilities. With an extensive depth of experience and a consultative, cost-effective approach, MarketSphere’s professional advisors evaluate client needs, assess current records and plan innovative strategies to fit each company’s unique circumstances. The goal is to achieve statutory compliance, while saving time and money and reducing the negative impacts of unclaimed property upon businesses and their employees.

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Jack Siney to Interview Cheryl McCants in Gov-Cast’s Livestream about Selling to the Government


During the live interview, these two experts will share knowledge from their combined 60 years of experience with government contracting.

Cheryl McCants, President and CEO of Impact Consulting Enterprises (Impact), will join Jack Siney, Co-Founder and Chief Revenue Officer of GovSpend, for an informative interview about government selling on Thursday, August 6 at 12:00 (PM) noon EDT online at: https://www.linkedin.com/in/jacksiney/. During the live interview, these two experts will share knowledge from their combined 60 years of experience with government contracting. The power duo will also reflect on the changing nature of government sales during this unprecedented time.

Impact holds several federal contracting vehicles including Historically Underutilized Business Zone (HUBZone) and the Small Business Administration’s 8a pathway to contracting. Most recently, Impact has secured contracts with the Department of Transportation to support the U.S. Merchant marine Academy. Impact provides support for companies seeking to connect with federal agencies via the Pitch Pack program – http://www.impactpitchpack.com The program is designed to assist organizations with developing capabilities statements, briefing presentations and promotional videos. Jack elected to interview Cheryl McCants because of her direct experience in government selling. Cheryl is President and CEO of Impact Consulting Enterprises, an award-winning minority and woman-owned strategic communication, marketing, and public relations firm. Cheryl has decades of practice in making her bids stand out and securing government work. Jack explained, “Cheryl is a natural. She knows how government employees tick, and she brilliantly designs creative solutions for their needs.”

The pair will divulge the secrets behind their previous achievements and discuss why now is the best time to sell to the government. Our changing world presents new challenges, but these two experts will share their tips for capitalizing on the opportunities that lay ahead.

About Impact Consulting Enterprises

Impact Consulting Enterprises, found on the web at https://www.eimpactconsulting.com is a minority, woman-owned strategic communication, marketing, public relations, website design and development firm founded in 1989 by business strategist and communication professional, Cheryl McCants. Foundations, corporations, small businesses, and government agencies partner with Impact to tell their untold stories to diverse audiences including women, millennials, genZers, baby boomers, Latino-, Asian- and African Americans. Impact, A+ rated by the Better Business Bureau, is HUBZone, WBE, WOSB, SBE, MBE, and 8A certified. We tell your stories!

About GovSpend

GovSpend is a nationally recognized technology company that aggregates purchase order data from local, state, and federal government agencies to provide searching, reporting, and analysis capabilities. The GovSpend platform is a Software as a Service (SaaS) solution to help procurement professionals make better purchasing decisions and find potential leads. Their other services include GovQuote, GovSales University, and Gov-Cast. The suite of GovSpend offerings provide education, resources, and connections that save the government millions of dollars and help government vendors become more profitable. GovSpend founder Jack Siney is the nation’s leading expert on selling to the government, with more than $1.5 billion in previous government sales.

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Sureify® Builds Customer Advisory Services Team to Offer Exceptional Responsiveness to Insurers Ready for Digital Transformation


I have learned first-hand about the challenges facing life and annuity carriers, agents, agencies, and vendors. Sureify provides the answers to these problems.

Life insurers searching for a partner to guide them through the digital landscape will have even more reason to look to Sureify for advice and support, thanks to the insurtech leader’s strengthening focus on the client experience.

Andrea Hatch, a life insurance industry expert and team leader with proven experience in building D2C insurance solutions, has been tapped to lead the company’s new Customer Advisory Services Department. In her nine months at Sureify, she has been noted for recognizing clients’ current pain points and the needs they have for overcoming those difficulties.

“I have learned first-hand about the challenges facing life and annuity carriers, agents, agencies, and vendors. Sureify provides the answers to these problems. We offer digital transformation of the life and annuity business with a complete modular solution to fit these needs, along with an impactful speed to market,” she offered.

In addition to her expertise in solving problems for customers, Andrea looks forward to the challenge of creating a strong customer-centric organization from the ground up. “Building a collaborative team of passionate industry experts, where our hands-on experience meets and even exceeds the needs of the customers, is the goal,” she explained.

Adding expertise to the team is Chad Florke, who has joined the new team as Director of Advisory Services. Chad comes from Farm Bureau Financial Services, bringing with him a wealth of experience in both tech implementation and insurance operations. “Chad’s journey so far and his ability to be an inspirational leader made him the perfect choice to direct our team,” Andrea commented.

Chad echoes the belief that Sureify will improve its already-stellar reputation among insurers turning to digital enablement. “I’m excited to work with Sureify to solve challenges that face the insurance industry right now. If we can help insurers to embrace more digital and data-driven experiences, it’s going to be very beneficial to the industry overall. And with the Lifetime platform, I believe that Sureify will continue to be seen as a leader in the space.”

Sureify’s Customer Advisory team has already begun adding value, and the company expects that, as the group continues to expand, it will bring yet another layer of service to insurers taking steps toward the future.

About Sureify

Sureify’s mission is to modernize the life insurance and annuity industry by helping carriers acquire, service, and engage their customers with one enterprise platform: Lifetime. We enable omnichannel sales with LifetimeAcquire, a product that drives placement rates via quoting, e-application, automated underwriting, and new business transmission. With LifetimeService, insurers are offering their in-force customers comprehensive self-service portals and native applications. Lastly, the product that started it all, LifetimeEngage, fosters a lifelong relationship between carriers and their policyholders with multifaceted engagement programs and analytics, leading to greater lifetime value of each policyholder.

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Lightner Museum Announces New Executive Director


Lightner

We are beyond enthusiastic about David’s addition to the team, which was backed unanimously by the Board,” said Board Chair Teresa Radzinski. “He is the right person at the right time to take us to the next level.

The Lightner Museum is thrilled to announce that David Bagnall will join the museum as the new Executive Director on September 8, 2020. The Board retained Sterling Search & Consulting, a Jacksonville-based firm specializing in nonprofits, to conduct this successful national search. The effort was led by Managing Partner Betsy Jacobs.

Bagnall offers substantial leadership experience at premier institutions, most recently as Director of Preservation and Interpretation for the Frank Lloyd Wright Trust in Chicago. His fresh perspective will help the museum expand its current efforts to engage the public in new and innovative ways. He also has an extensive background in formal grant writing and success in developing cultural and philanthropic partnerships.

Previously, Bagnall served as Executive Director of the Driehaus Museum in Chicago, located in the restored Nickerson Mansion. There, he was instrumental in the restoration of this vibrant masterpiece of the Gilded Age, and developed a cohesive master plan to shape the museum’s future, defining its mission and brand identity while preparing the permanent collection for exhibition. He also handled the Public Art Collection of the City for Chicago’s Department of Cultural Affairs.

Bagnall holds a Master of Arts degree from the Courtauld Institute of Art, University of London.

“We are beyond enthusiastic about David’s addition to the team, which was backed unanimously by the Board,” said Board Chair Teresa Radzinski. “His comprehensive curatorial, architectural, operating and fundraising experience will help us continue to present the Lightner’s collection in a way that re-engages our community with programs that will highlight its broad appeal. He is the right person at the right time to take us to the next level.”

Bagnall’s role will include a focus on grant funding for larger programming opportunities and an emphasis on public engagement in the age of COVID, creating a variety of experiences, both virtually and in-person. With 80,000 square feet available for comfortable social distancing, the museum offers a safe, indoor space to take in the beauty of St. Augustine’s historic art scene. The museum’s programming boasts many new additions this fall, namely:


  • Illuminate: Lightner Museum’s Stained-Glass Rediscovered features thirteen pieces of the Lightner’s newly restored stained-glass collection, including works from Tiffany. The exhibit will open to the public on September 10. The museum worked with RLA Conservation on the restoration with custom light boxes built by Building 4 Fabrication.
  • The Music Room Mural Competition announced Joshua Cooper, a realist painter living in Jacksonville as the artist who will create the new mural for the back wall of the newly restored music room on the first floor of the museum. The news followed an open call to invite artists to submit a mural concept and design that reflected the history of the museum, the Gilded Age, or the history of music. A mural unveiling event will take place in the fall.
  • Virtual Gilded Age opening in early Fall 2020 will allow guests the opportunity to design their own Gilded Age mansion using some of the most popular pieces of the Lightner Museum’s collection in a new, immersive, digital gallery created by Integrated Visions.


“The Lightner Museum is an architectural masterpiece with a compelling story to tell, and I am thrilled to be joining the organization,” said Bagnall. “I look forward to building connections in the historic community of St. Augustine, and to creating programming that inspires locals and visitors alike.” Bagnall will be joined by his wife and daughter as he takes the reigns in his new role.

About the Lightner Museum: For the past 25 years, Lightner Museum has taken on multiple projects and highly acclaimed exhibits such as the Downton Abbey exhibition, Dressing Downton: Changing Fashion for Changing Times and Edgar Degas: The Private Impressionist. Located in the former Alcazar Hotel in St. Augustine, Florida and home to one of the finest collections of 19th century art in the country, the three floors of the museum are unique and represent different genres of artwork. The museum offers a speaker series, curator tours, learning labs, and after-hours events. The Lightner is open seven days a week, 363 days a year from 9 a.m. to 5 p.m. at 75 King Street, St. Augustine, Florida 32084. For General Museum & Donations, email info@lightnermuseum.org or call 904-824-2874.

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SMA Reveals Changes in Insurers’ Technology Plans at Instec Client Forum


Regardless of where the pandemic leads us, there are certain investments that are foundational. Digital transformation is one of these.

Conferences have gone virtual, and it’s no different at Instec. This year, the provider of software for complex commercial and program insurance is rolling out a series of webinars for clients, in place of its annual Client Forum. The first of these featured Karen Furtado, Partner at Strategy Meets Action (SMA), describing how the pandemic has affected insurers’ technology spend and transformation plans.

Digital transformation has been a high priority in the insurance industry for several years. But now, as they grapple with the business impact of the pandemic, carriers and MGAs have reassessed budgets and projects to account for economic uncertainties and changing risk profiles.

“The pandemic has been a wake-up call for many insurers,” said Furtado. “Some were caught unprepared while others were thankful they had begun moving down the digital transformation path. In particular, for those who were already in the cloud, the transition to work-from-home was relatively painless.”

As a baseline, Furtado’s session began with a summary of technology investment trends in the five years prior to COVID-19. This was followed by a list of “10 Moments of Truth” insurers are confronting now, from stressing continuity plans to highlighting the gaps in digital strategies.

The session also covered changes in insurers’ investment strategies since the onset of COVID-19. The data were based on SMA client surveys that began in March. Responses ranged from retrenching to accelerating. In commercial lines, for example, 25 percent are pausing or retrenching their technology spend, while 49 percent are reshaping or accelerating. (26% have made no change.) For core systems specifically (policy, billing, and claims), virtually all insurers are staying on course.

The session closed with a description of SMA’s Transformation Maturity Model, covering baseline and transformational initiatives for customer and operational experiences. For each of four transformation states, Furtado suggested several questions insurers should be asking themselves to ensure a successful outcome.

“Regardless of where the pandemic leads us,” said Furtado, “there are certain investments that are foundational. Digital transformation is one of these. So, we recommend no matter what your outlook for the coming year, at least some of your technology investment is directed at continuing the transformation journey.”

About Instec

Instec’s unique approach to systems for the insurance industry enables P&C carriers, MGAs, and MGUs to launch programs and specialty offerings from project start to first quote in as little as four weeks. With built-in bureau content and reusable business rules, Instec systems provide a platform for innovation with reduced risk. In addition, cloud-based deployment and subscription-based pricing enable insurers to test new programs at a low cost of entry and scale up affordably as the business grows. To learn more, visit http://www.instec-corp.com.

About Strategy Meets Action

At Strategy Meets Action, our clients advance their strategic initiatives and accelerate their transformational journeys by leveraging our forward-thinking insights, deep vendor knowledge, and vast industry expertise. Strategy Meets Action is an advisory firm that works exclusively with insurers and vendors in the P&C market, offering advisory retainers and project-based consulting services. For more information, visit http://www.strategymeetsaction.com

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Christopher House Names Ashley Vuu New Chief Talent and Equity Officer


Ashley Vuu

Christopher House, a family of schools closing opportunity gaps for thousands of low-income majority Latino children and families in Chicago through an innovative continuum of personalized education with immersive family supports, is thrilled to announce that Ashley Vuu is joining the organization as Chief Talent and Equity Officer.

In this newly created role, Vuu will lead high-impact, people-focused strategic initiatives that not only develop Christopher House’s internal culture, but also help drive alignment with the organization’s values and vision, including a commitment to social justice, diversity, equity and inclusion.

“We couldn’t be more excited to welcome Ashley to our team,” said Christopher House Interim Co-CEO Libby Shortenhaus. “Her years of global HR leadership and expertise will be invaluable to us at Christopher House as we work to recruit and retain best in class staff, while creating a supportive, rewarding culture that places a high value on the rich diversity of our workforce and the communities we serve.”

Vuu has served as a leader for multinational workforces and large scale HR restructuring efforts. She brings more than ten years of experience in the technology industry where she’s conquered many of the issues the workforce faces today including strategic engagement and retention initiatives as well as global, federal, & state compliance.

Vuu will lead in all aspects of human capital and recruiting functions, including on-boarding and off-boarding talent, training and development, leadership and succession planning, performance management, employee compensation, benefits, employment law, compliance, employee relations and culture.

“I’m thrilled to be joining the Christopher House team and can’t wait to start doing this impactful work,” Vuu said. “I admire the crucial role Christopher House plays in closing opportunity gaps for at-risk children and families and I’m ready to help support a staff and culture that reflects the organization’s mission.”

Christopher House operates three schools – a flagship school in Belmont-Cragin, offering Christopher House’s full birth through eighth grade continuum along with parent education and support services. They also operate schools in Uptown and Logan Square offering early childhood education, after school services, and full immersive family supports. Their most recent expansion is the JoAnne L. Cicchelli Middle School – to serve 6th – 8th graders at the Belmont-Cragin campus.

About Christopher House

Christopher House is a family of schools working to close the opportunity gap for low-income children and their families from birth through high school to pursue success in school, the workplace, and life. Christopher House’s renowned continuum of education engages the entire family and works to break the cycle of poverty.

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Summit Broadband Announces Senior Leadership Appointments for Chief Revenue Officer & VP Legal & Human Resources


Summit Broadband, a leading fiber-optics telecommunications provider in Central and Southwest Florida, today announced the appointments of Dan Hakker as Chief Revenue Officer and Randall Covard as Vice President, Legal and Human Resources. Summit Broadband is a portfolio company of Grain Management, LLC (“Grain”), a leading Washington D.C.-based investment firm focused on the global communications sector.

Hakker has more than 15 years of experience in the telecommunications industry and will oversee all sales and marketing activities for the company. During his tenure in telecommunications, Hakker has held increasing leadership roles in sales and sales operations. Before joining Summit Broadband, Hakker was Vice President and General Manager of the Florida region for Windstream, where he led an organization responsible for $150 million in annual revenue. Throughout his career, he has focused on developing a company culture that aligns cross-functional teams to the common goal of revenue growth.

Covard has a long tenure of legal risk management and human resources experience in the telecommunications industry. As such, he will advise the company on all legal matters, human resources functions, and oversee the corporate culture at Summit Broadband. Previously, Covard served as in-house legal counsel at FiberLight, LLC where he was responsible for providing legal advice on a broad range of matters including corporate governance, commercial transactions, litigation, regulatory compliance and human resources. Covard also led the legal team on the construction of a large-scale fiber optic network build across Texas and has negotiated and closed a variety of customer transactions, generating hundreds of millions of dollars in revenue.

“We have spent significant time strategizing on how we will capitalize on the tremendous potential for growth that we see for this company,” said Kevin Coyne, Chief Executive Officer for Summit Broadband. “As we continue to build and develop our sales resources, Dan’s leadership will align the strategy, processes and marketing across the entire team.”

“Randall’s legal expertise in the industry will help lead Summit Broadband through its next phase of growth. Additionally, his insight into regulatory compliance, commercial transactions, and human resources provides us with a wide-base of knowledge on critical functions within the organization.”

About Summit Broadband

Summit Broadband is a leading fiber-optics telecommunications provider in Central and Southwest Florida. The company provides voice, video, data and high-speed internet services to commercial and residential customers, as well as Ethernet and dark-fiber transport to enterprise and carrier customers. Providing a superior customer service experience since 1994, the company owns and operates its own fiber-optic networks, with a reach of more than 2,300 fiber route miles, serving multiple industries and communities throughout our territory. Summit Broadband was acquired in 2020 by Grain Management, LLC. For more information, visit summit-broadband.com.

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Alpha Cubed Investments Announces Christopher Ashton, CFP® has Joined Alpha Cubed Investments as a Wealth Advisor, Senior Vice President


Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high net worth individuals is pleased to announce that Christopher Ashton has joined Alpha Cubed Investments as a Wealth Advisor, Senior Vice President.

Christopher has spent his career consulting with clients through the Wealth Management process. He subscribes to the principle that one cannot consistently manage wealth on a “part time” or “weekend warrior” basis. “During a bull market when the markets seem invincible, everyone does well because the tide rises, but then the market changes on a dime and delivers a pie in the face to those who thought they’d mastered stock investing. When it comes to making investment decisions, no matter how much money you have, don’t take the gamble, either educate and commit to learning or partnering with a professional”.

Mr. Ashton began working in the Wealth Management business in 2005 and prior to joining Alpha Cubed Investments, was a Vice President and Branch Manager for Charles Schwab, leading the offices in Eugene, Bend, and Medford, OR. Prior to that he was an Investment Consultant at TD Ameritrade in the Scottsdale, AZ branch. Christopher is a CFP® and focuses on putting client needs above everything else.

“We have worked with Christopher Ashton over the years and have always been impressed with his commitment to his clients. We are excited to have him join our team for the long term to add to our capability in the management of our clients in the Pacific Northwest. Christopher Ashton will immediately be an important part of our team helping to deliver dynamic investment solutions and solid portfolio construction along with a focus on planning for a sound long term financial future.” – Todd Walsh CEO, Alpha Cubed Investments

Christopher holds a bachelor’s degree in Communications from Brigham Young University and lives in Eugene, OR with his wife, three daughters, one son and Cavadoodle puppy. When Christopher is not at work, he’s either coaching or watching football, exercising or doing woodwork.

About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser formed through the acquisition and consolidation of firms established back to 1979. We manage assets for high net worth individuals and families. Our objective at Alpha Cubed Investments is to protect investor capital through proprietary risk management and generate long-term, outsized investment returns. We offer personalized services to meet each client’s financial goals. Alpha Cubed Investments manages a variety of different programs across the risk and return spectrum, including both tactical and more static, “buy and hold” programs. For more information, please visit http://www.alphacubedinvestments.com.

Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.

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