FA Retirement 2014
2015 Sponsors



Allianz Life Insurance Company of North America (Allianz), one of FORTUNE's 100 Best Companies to Work For in 2014, has been keeping its promises since 1896. Today, it carries on that tradition, helping Americans achieve their retirement income and proteciton goals with a variety of annuities and life insurance products. As a leading provider of fixed index annuities, Allianz is part of Allianz SE, a global leader in the financial services industry with 142,000 employees worldwide.




BenefitsLink daily e-newsletters provide the latest developments and analysis in plan compliance, administration, policy and design. Website includes active message boards, industry news and an extensive calendar of conferences and webcasts. Find - and fill - job openings on EmployeeBenefitsJobs.com

28,000 Employee Benefits Professionals rely on BenefitsLink to keep them up to date - do you? http://benefitslink.com

Huntington Funds

Huntington Asset Advisors (HAA) is the advisor to Huntington Funds. HAA is a wholly-owned subsidiary of The Huntington National Bank, which is a subsidiary of Huntington Bancshares Incorporated, a $59 billion regional bank holding company headquartered in Columbus, Ohio. At Huntington Funds, they focus on four key investor needs: strategic income, protection against impending inflation, managing volatility and capital appreciation. Their teams of experienced investment professionals shape their investment decisions through a continual analysis of general U.S. and international economic trends, forecast of interest rates, and review of the stock and bond markets. Huntington Funds is dedicated to the following:
• Top Down Investment Process
• Macro Driven Philosophy
• Tactical Money Manager
• Option Overlay with no use of Leverage

RC Securities

Realty Capital Securities, LLC ("RCS"), member FINRA/SIPC is a wholesale broker dealer focused exclusively on the distribution of non-traded investment programs. The products offeredon RCS' platform target specific sectors with varying investment strategies.

As a leader in the non-traded investment program industry, RCS places a premium on offering the investment community unique exposure to diverse, complementary, and professionally managed investment opportunities to meet the objectives of suitable investors' portfolio needs.

Schooner Funds

Schooner Investment Group provides investment management services to institutions and financial intermediaries that are seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies.  The Firm manages mutual funds, with a focus on liquid alternative funds, separate accounts, and private investment funds.  Schooner advises the Schooner Fund (Tickers: SCNAX, SCNIX) a hedged-equity mutual fund.  The Fund was specifically designed for the general investing public; executing investment strategies that seek upside participation coupled with superior risk management. www.schoonerfunds.com


Founded in 1987, Sierra currently manages over $1.8 billion in separate accounts and the two Sierra mutual funds, designed to serve the needs of retirees and other conservative investors. Sierra uses a globally-diversified tactical style, with proven risk-mitigation disciplines, and has achieved exceptional results across market cycles.

The twin goals of Sierra’s core strategy are (1) to average 8% or better over a market cycle (2) while at the same time limiting downside risk to 4%-5%.

Fact Sheets on the Sierra mutual funds can be viewed at www.SierraMutualFunds.com. For further information on the funds or separate managed accounts, call Whitney Barbarics at 1-855-556-1295 or email Whitney@SierraInvestment.com.


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