Welcome to the Wealth Management Exchange

The independent source of world-class information, advice and networking to help you manage your investments, estate, legacy and advisors.

Today's Finance Headlines

Global Stock and Bond Investing

Alternative Investments

Trust & Estate Plan

Selecting & Monitoring Advisors

Investment Plan and Portfolio

Charitable Giving

Raising Responsible Children

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Learn: What other HNW investors are doing.

Network: Post questions and share your experiences regarding investments, advisors, and estate issues with like minded HNWs and experts.

Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.

Find: Identify leading information sources, advisors and service providers.

   

Alternative Latin Investor

Alternative Latin Investor http://www.alternativelatininvestor.com/ is the first digital magazine to offer information on Latin American alternative investments. Gain free full access to insider opinions regarding various topics within this unique region. We provide reports on hedge funds, private equity, forex, real estate, agribusiness, renewable energy, regulation, wine and art, all specific to Latin America.

There is no paid subscription required to gain free full access to our content. After a short registration process, our readers are emailed once a month for the release of the digital magazine (PDF format) and supplements.

http://www.alternativelatininvestor.com/registration.php

DATA PROVIDERS

AltaVista Independent Research, Inc.

"A fundamentally different approach to ETFs"

AltaVista takes a unique approach to Exchange Traded Funds: it evaluates ETFs based on fundamentals. As a result, readers of its research are able to develop a forward-looking view of a fund based on its investment merit, as opposed the backwards-looking view offered by an exclusive focus on past performance so typical of the warmed-over mutual fund approach to ETFs. Ultimately this distinction helps should clients make better, more informed investment decisions.

Through the ETF Research Center it offers subscriptions to ETF Advisor, a monthly newsletter on ETF strategy and trade ideas. Premium subscribers also have 24/7 access to Online Tools, with daily updates allowing you to drill down to the details of individual ETFs with fundamental data and analysis not found anywhere else, as well as to quickly compare funds graphically using Valuation Tools on such important metrics as price-to-earnings ratio, dividend yield, earnings growth, investment rating, and more.

www.altavista-research.com

Hedge Fund Research, Inc.

Hedge Fund Research, Inc (HFR) serves as the Industry's comprehensive and respected source of hedge fund information, performance data and analysis. HFR's flagship product, HFR Database, is one of the largest hedge fund databases commercially available. Other products include HFR Industry Reports, a quarterly offering of hedge fund industry statistics, and the HFRI and HFRX Indices. Learn more at

www.hedgefundresearch.com.

Hedge Fund Research, Inc.
www.hedgefundresearch.com
312-658-0955
info@hfr.com



CONFERENCES

InvestorIdeas.com

InvestorIdeas.com® is a leading global investor and industry research resource portal specializing in sector investing, covering over thirty industry sectors as well as global markets. InvestorIdeas.com and each sector portal feature: stock directories, stock news, investor newsletters, Blogs, investor conferences and forums, audio interviews and podcasts, exclusive industry articles by financial columnists, as well as research reports from independent research firms. Sectors covered include environmental stocks, renewable energy stocks, water stocks, mining stocks, oil and gas stocks, tech stocks, digital media stocks, nanotech stocks, RFID stocks and other leading sectors.

Investors, public companies and IR firms can benefit from sector coverage. Services include featured company packages, online audio interviews, industry articles, news release submissions, stock symbol ads and 'green' ads for clean tech companies.

www.InvestorIdeas.com

HedgeFundConferences.com

HedgeFundConferences.com brings you the meetings of the minds worldwide in this growing area of alternative, sophisticated investing. From complete calendar listings to past reviews, from easy registration to special discounts - all in a comprehensive, searchable database - HedgeFundConferences.com is your virtual conference organizer.

HedgeFundConferences.com has been developed by people who know hedge funds and attended numerous hedge fund conferences. HedgeFundConferences.com is dedicated to simplifying the sharing of knowledge in this exciting area of sophisticated investing.

www.hedgefundconferences.com



WEALTH MANAGEMENT SERVICES

M3 Capital Advisors, LLC

A preeminent generational wealth planning firm serving affluent families and entrepreneurial companies,
focusing on:

1.Generational Wealth Transfer, 2.Insurance Planning and Corporate Benefit services

M3 Capital Advisors believe that the distinct core values that guide a client's personal life should also guide his or her financial decisions. It works with client's trusted advisor team to integrate family core beliefs into a long-term plan to insure the family legacy. M3 utilizes cutting edge techniques and strategies including life insurance as a leverage tool to minimize estate shrinkage and maximize family legacy.

Contact: www.M3CapitalAdvisors.com

M3 Capital Advisors, LLC
Building on your core beliefs
Patrick R. Davis
Managing Director
197 First Ave, Ste 320
Needham, MA 02494
781-449-1145 Office
781-449-1167 fax
781-591-9216 cell
pdavis@m3ca.com

The Paladin Registry

This unique service helps investors select financial advisors.
For those who depend on the knowledge and ethics of an advisor or planner to help achieve financial goals, then you should know about the services that are available to you in the Paladin Registry. These free public services will help you select a quality advisor and avoid the risks and consequences of bad financial advice.

  • Want to learn more about advisors from an independent, objective source that you can trust? Go to the Information Center on the Registry home page

  • Want to find a competent, ethical professional in your community? Go to Find an Advisor on the Registry home page. All advisors are pre-screened by Paladin analysts

Want to view advisor responses to questions about their competence, ethics, business practices, and services? Go to View Documents on the Registry home page. All advisors who are profiled in the Registry are required to provide full disclosure.

www.paladinregistry.com



INVESTMENT BOOKS

John J.Wiley & Sons

Wiley is a leading publisher of investment, finance and business books. It serves investors, professionals and business people in specialized markets. Subject areas include investment/finance, alternative investments, portfolio management, risk and investor behavior, the stock market, business, accounting, nonprofit institution management, trade and general interest.

www.wileyfinance.com

CFA Institute Investment Series

CFA Institute has partnered with global publisher John Wiley & Sons to launch a series of finance titles. Each book in this series is geared toward industry practitioners, sophisticated investors, and graduate-level finance students and covers the most important topics - portfolio management, valuation, investment risk, and quantitative finance methods - in the industry. The authors are industry professionals and academics who bring their wealth of knowledge and expertise to this series.

www.cfainstitute.org