RED BANK, NJ--(Marketwired - Dec 18, 2014) - Investview, Inc. (OTCQB: INVU) today announced that it has acquired the assets of GATE Global Impact Inc., including their GATEWAY 2.0 platform that is a centralized market place to facilitate transactions in impact investments. Impact investments are securities that in addition to the possibility for a financial rate of return also can provide a societal or environmental rate of return that is tracked by the technology. Additionally the platform provides a complete end to end solution for both investors looking for new investment opportunities including through the GATEWAY 2.0 partnership with the United Nations Global Compact or secondary liquidity of existing investments. The marketplace provides companies and commercially viable projects the ability to raise capital as equity or debt structures. Investview will operate the platform in its wholly owned subsidiary GGI Inc.
VickreyBrown Investments, LLC
Mr. Brown is the former President & CEO of Sabrient Systems, LLC, 2009-May 2014. While at Sabrient Systems Mr. Brown was responsible for leading the company's Baker's Dozen to the single largest UIT to date in January 2014 at $1.2 Billion. Along with Donn Vickrey, Scott and his team delivered more than 18 UIT's to First Trust Portfolios and TS Capital with excellent performance. At the time Scott left Sabrient to form VB Investments, he had led the firm to over $3 Billion in AUM.
Mr. Brown was responsible for the acquisition of Gradient Analytics, LLC in August 2011 and fulfilled his vision for the acquisition with the release of the Sabrient/Gradient Earnings Quality Rank (EQR) in 2013.
Scott successfully turned Sabrient around after generating significant losses in the first 12 years after being formed in late 2000 to a profit of over $3 million in 2014.
Mr. Brown's experience in the financial sector began in 1986 as Senior VP Marketing for Telescan, Inc. Responsible for 20 consecutive quarters of 40%+ growth, Scott played a significant role in the exponential growth of the firm through 1996. Following his tenure at Telescan, Inc., Mr. Brown co-founded Asset Growth Partners, LLC which acquired several financial service companies in 1997 and successfully sold them to Data Transmission Network (DTN) in 1999. Mr. Brown also served as a Board member and Senior Vice President of Corporate Development for Free Real Time, Inc. While at FRTI, Scott negotiated and completed the acquisition of Red Chip, Inc an equity research firm.
Donn W. Vickrey, Ph.D., CPA, CFE
Director of Research
VickreyBrown Investments, LLC
Dr. Donn Vickrey is Co-Founder of Verus Analytics, a Scottsdale, Arizona independent research firm that provides quantitative research for institutional investors. He is also a former tenured professor of accounting at the University of San Diego. Dr. Vickrey’s research focuses on quality of earnings, corporate insider trading behavior, and behavioral economics.
Dr. Vickrey is also the former Director of Research for Sabrient Systems, LLC (August 2011 - June 2014). He was co-founder of Gradient Analytics which was acquired by Sabrient in 2011.
Dr. Vickrey has developed several of the company’s key product offerings, including the first commercially available quantitative model for assessing quality of earnings at publicly traded companies and the models used by VB Investments.
While at Gradient, Dr. Vickrey developed and led the firm’s Earnings Quality Analytics research service. 1997 – 2005 Co-Founder, Equity Methods, LLC (acquired by Bank of America Corp.), Scottsdale, AZ. Equity Methods provides option valuation and compliance software and consulting services to end user companies and independent plan administrators.
Dr. Vickrey was also Co-Founder, Camelback Capital Advisors, LLC (acquired by Advanced Equities Financial Corp.), Scottsdale, AZ (1997-2005). Camelback Capital Advisors managed three hedge funds and provided quantitative model building and investment sub-advisory services to other hedge fund and mutual fund managers.\
RED BANK, NJ / ACCESSWIRE / December 11, 2014 / Investview, Inc. (INVU), today announced that it has signed a purchase agreement which will lead to full ownership of The Certus Wealth Management platform which consists of CertusSecurities, Inc. ("CSI "), a registered broker-dealer, and Certus Investment Advisors, LLC ("CIA"), a registered investment advisor. Subject to regulatory approval and standard closing procedures, Investview will assume operational control of the Certus Wealth Platform upon closing.
RED BANK, NJ / ACCESSWIRE / October 7, 2014 / Investview, Inc. (INVU), announced today that it entered into agreement to acquire the Certus Wealth platform from CertusHoldings, Inc. Vincent Molinari, Chief Executive Officer of Eximius Holdings, LLC, originally provided a Letter of Intent to acquire CertusSecurities, Inc. and CertusInvestment Advisors, LLC in August 2014. Eximius Holdings has now assigned the deal to Investview. Upon closing of the acquisition, which is subject to regulatory approval and approval of both parties' Board of Directors, Investview will assume operations and control of the Certus Wealth Platform which is comprised of CertusSecurities, Inc. (member FINRA SIPC) and CertusInvestment Advisers, LLC (Registered Investment Advisor). The purchase will enable Investview to offer new product lines to complement its flagship education platform for investors, including a discount brokerage execution platform, insurance products inclusive of health, life, and property and casualty insurance. The acquisition of Certus Wealth platform will add an expected $300M to Assets Under Management currently managed by Investview. Additionally, the transaction will provide Investview with the ability to operate the Wealth Management Platform through its branch network throughout the Southeast.
RED BANK, NJ / ACCESSWIRE / August 14, 2014 / Investview, Inc. (INVU) ("Investview") announced that it will host a conference call for its shareholders and investors to be held on Tuesday, August 26th, 2014 at 7:00 PM Eastern Time.
The Company will update its shareholders and investors on its business and will discuss its progress in implementing its Marketing Strategy. After the presentation, there will be an opportunity for Q&A.
Recently Investview, under the direction of CEO Dr. Joseph Louro, has added a Financial Services Division which includes a Broker-Dealer, and a Registered Investment Advisory firm designed to utilize the firm’s technology to generate reoccurring fees and commissions from potential Investview customers.
As part of the Company’s new strategy in the Financial Services Industry, Dr. Louro will discuss the potential of the recent acquisition of a majority interest in Vickrey Brown Investments, LLC which will be developing and marketing Exchange Traded Funds, or Unit Investment Trusts through selected major financial institutions.
For the Conference Call Webinar, we invite our shareholders and investors to please click on the following Internet link up to 10 minutes before the conference call begins:
The audio portion of the Webinar will automatically be heard by attendees on their computer speakers or, attendees may call (in the US) (415)-655-0061
(Access Code: 481-146-002) for just the audio portion or as an alternative to their computer speakers.
Please refer to our filings to view the information from the conference call and also visit our websites to view the presentation materials and other content from the conference call.
The new venture could potentially add significant revenue and will expand Investview, Inc.’s financial investment platform to include the development and marketing of Exchange Traded Funds, or Unit Investment Trusts (UITs). Red Bank, New Jersey, August 12, 2014: Investview, Inc. (OTCQB: INVU) ("Investview") announced today the acquisition of a majority interest in Vickrey Brown Investments, LLC, (VB) a Southern California company that specializes in investment strategies which combine quantitative strategies, forensic accounting and volatility controls. The acquisition adds a full range of quantitative investment strategies and analytical tools to Investview’s current financial platform. Equally important, the acquisition could potentially increase Investview’s revenue significantly. VB Investments is founded by industry veterans Scott Brown and Donn Vickrey, PhD, CPA, CFE. Prior to forming VB Investments, Scott Brown was President and CEO of Sabrient Systems, LLC where he led the company to nearly $3 Billion in Assets Under Management (AUM) and orchestrated the acquisition of Gradient Analytics. Revenues grew 4 fold during Brown’s tenure at Sabrient as the company focused more on ETF and UIT creation. Dr. Donn Vickrey previously served as Director of Research at Gradient Analytics, an independent research provider he co-founded (with Dr. Carr Bettis) in 1996. During his tenure at Gradient Analytics, Dr. Vickrey was integral to the development of the firm’s suite of quantitative investment models, including the first commercially available, quantitative model for assessing quality of earnings. He was also the primary architect behind the firm’s signature Earnings Quality Analytics research service.