Investment Advisory Group - Bridging Independent Advice and Strategic Guidance to Select Companies

Affiliate Companies

Investment Advisory Group is always seeking additional affiliate companies in its ongoing quest to provide clients with "best practices" in investment advisory services, property and casualty insurance, and access to capital. We are very pleased to share with you information about our affiliate companies.

Capital Raising and Financial Consulting

• Houlihan Capital

Houlihan Capital's vision is to be the world's premier boutique professional financial services firm. They pride themselves on being thought leaders in an ever-changing landscape. They are a FINRA and SIPC member, committed to the highest levels of professional ethics and standards.

Through their Investment Banking group, they offer sell side/buy side advisory, private placement and capital raises. The firm provides an array of services that range from portfolio valuation, transaction opinions, tax and financial reporting compliance and a wide variety of consulting services through their Financial Advisory Group.

Their clients include: Hedge Funds, Private Equity Funds, Funds of Funds, Pension Funds, Fund Administrators, Banks and Broker-Dealers, Specialty Finance Companies, Corporations, Endowments, Sovereign Wealth Funds, Nonprofit Organizations

• International Capital Advisors

International Capital Advisors identifies, qualifies and provides investment opportunities to private equity, corporate investors, funds and high net worth individuals. By leveraging on the expertise of our professionals, and local knowledge through our presence and experience in global and capital markets, ICA is well-positioned to consult investors on their senior living/healthcare investments. With our valuable expertise in research, project-level and documentation due diligence, risk management, and financial structuring and arranging, ICA offers the following services:

  • Access to a Pipeline of Investment-Ready Opportunities
  • Project/Portfolio Due Diligence
  • Structured Equity Products &¬†Investment Consulting
  • Portfolio and Risk Management Services
  • Feasibility Due Diligence, Structure¬†& Plan
  • Identify Qualified/Strategic Investors
  • Prepare & Present Offering Memorandum
  • Recommend Investor and Obtain Commitment ("LOI")
  • Assist in Negotiation and Documentation
  • Facilitate Closing and Funding Process

ICA's principals have successfully completed $13 billion in tax equity investments, section 42 affordable housing, structured debt, lease equity, leasing and debt defeasance.

Investment Advisory Services

• United Capital Financial Advisers

United Capital Financial Advisers, LLC, based in Newport Beach, CA, is a national network of financial advisory firms. Formed in 2005 by a team of seasoned wealth advisory and investment industry professionals, the firm currently has 29 offices across the country, providing life-relevant wealth advice and objective discretionary investment advisory services to private and institutional clients, representing more than $13 billion in assets. United Capital has a unique combination of expertise in acquiring, operating, and transforming owner-operated independent advisory practices from lifestyle businesses into large-scale, high value wealth counseling offices with access to the resources of a large national company.

Institutions nationwide depend on United Capital to offer a high level of leadership and accountability for their investment needs. With a specific focus on nonprofit organizations, United Capital's history of client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of ministry organizations, including operating fund, planned giving instruments, retirement plans, and foundation and endowment assets.