News Column

FNEX Announces Partnership with Vantage Self-Directed Retirement Plans

June 24, 2014



INDIANAPOLIS & PHOENIX--(BUSINESS WIRE)-- FNEX, the first and leading online alternative investment and private securities marketplace, and Vantage, the premiere Self-Directed retirement plan administration company, today announced an agreement that will enable Vantage clients to access FNEX.com to source, review and invest their funds in a wide variety of alternative investments.

Launched in September 2013, FNEX.com is an innovative web-based platform that provides accredited investors, investment advisors, family offices and institutions access to private investment opportunities offered by investment banks and funds across the United States. The powerful distribution platform lists offerings and provides investors with the necessary tools to educate themselves on alternative investment opportunities. To date, FNEX has integrated with custodians, trusts and self-directed IRA platforms that represent over 400,000 accounts and over $40 billion in assets under management.

“We remain laser focused on building a dynamic platform that offers strategic ways for accredited investors to diversify their portfolios and discover funds with interesting investment strategies,” said Todd Ryden, CEO of FNEX. “Teaming with a successful and growing plan administration company like Vantage is a testament to the compelling FNEX offer. We are pleased to welcome Vantage to our online investment marketplace and are confident this will be a mutually rewarding endeavor.”

Vantage is the nation’s premiere Self-Directed IRA administrator, specializing in non-stock market based custodial services. The company’s self-directed retirement plans serve more than 7,000 clients and administers over $700 million in retirement assets nationwide. Vantage also provides necessary investor tools to improve financial literacy and offers on demand educational workshops and events to make alternative asset investing easy to understand.

“Self-Directed IRA investors are often challenged with identifying alternative investment opportunities. The FNEX platform fills that need in our industry and we are delighted to inform our clients and the financial professionals we serve that they now have an easy way to evaluate private offerings and gain access to a comprehensive array of alternative assets with our FNEX partnership. Traditional bank and brokerage custodians dislike non-traditional assets and choose to not hold them on their books. Vantage, on the contrary, loves them and providing special asset custodial services for real estate, private equity, notes and the large array of non-publicly traded holdings is our sweet spot” said J.P. Dahdah, CEO of Vantage. “The demand for alternative investments is rapidly expanding and we are positive our account holders will find the FNEX online marketplace fully beneficial to achieving their retirement goals.”

About FNEX

FNEX is “The Alternative Investment Marketplace” connecting accredited and institutional investors to investment opportunities in private companies, private investment funds (hedge funds), and managed futures accounts. FNEX’s mission is to help investors source investment opportunities, and help offering groups connect with investors. FNEX was founded in 2012 by professional investors, entrepreneurs and attorneys. For more information please go to www.FNEX.com.

About Vantage

Vantage provides Self-Directed IRA administration and record-keeping services for individuals and small business owners who wish to include non-traditional assets such as private companies, real estate, hedge funds and private lending in their tax-favored portfolios. The company does not offer any investment products, tax, financial or legal advice. Vantage CEO J.P. Dahdah is a 17-year financial veteran and was named 2011 Entrepreneur of the Year by the Arizona Hispanic Chamber of Commerce. Vantage is located at 20860 N. Tatum Blvd., Suite 240, in Phoenix. For more information call 866-459-4580 or visit VantageIRAs.com.





Media:

For FNEX:

Whit Clay, 212-446-1864

wclay@sloanepr.com

or

For Vantage:

The Lavidge Company

Jennifer Whittle, 480-998-2600

jwhittle@lavidge.com


Source: FNEX


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Source: Business Wire


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