Technologies are Growing



There are 14 Technologies developing inside the 5 Platforms.

Their growth is measurable by their Enterprise Value. Many companies are at their tipping point and are a launching pad for new innovation.

Our firm tracks the top 20 companies revenues inside the investment vehicles that are available for investment.  Each quarter we compares the current quarterly numbers to the previous years quarter. We are seeking to confirm their revenue growth.

Our research is on going and the management of the companies is active. Should any company fall our-of-favor or not meet the expectations of the investment profile, it is elimanated from the investment vehicle.



Securities offered through Newbridge Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through Newbridge Financial Services Group, Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400 Boca Raton, FL 33432 (954) 334-3450. Zoellner Whole Financial, Newbridge Securities Corp. or NFSG is not affiliated with Estate Planning Team, Inc. Recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies should not be construed to be endorsed by Newbridge Securities Corporation or Newbridge Financial Services Group, Inc.