Membership also offers such services as a complimentary lead generating and marketing website, investment and merchant banking for small and mid-sized companies, institutional quality alternative investments such as private equity, venture capital, hedge funds, credit, real estate, distressed assets, infrastructure and special situations and member equity.
In addition to other marketing efforts, Chalice will present its offerings starting next month in seminars in five cities: Los Angeles, Phoenix, Dallas, Atlanta and New York.
“We want to fill an industry void for independent business owners who happen to be in the financial services industry,” Gregg said.