Larry B. Schweiger
Profile
Mr. Schweiger co-founded AGILEX in 2002.
From 1989 to 2003, he served as Chairman and Founder of UNISYN Companies Inc., a Florida based tax, investment and insurance service firm catering to the affluent.
He sold UNISYN in 1999 to one of Wall Street’s largest private investment firms.
From 1979 to 1989, he was a registered financial advisor for AXA.
Throughout his career, Mr. Schweiger has specialized in providing advice and guidance in the use of equity-based life insurance products and creative tax and investment strategies designed to create new wealth or reduce or eliminate corporate and individual taxes.
Mr. Schweiger holds Juris Doctor, MBA and Bachelors degrees and has the following insurance and investment designations: CLU, ChFC, CFP, CFS and AEP.
Former positions of Larry B. Schweiger
| Companies | Position | End |
|---|---|---|
AGILEX Funds
 AGILEX Funds Investment ManagersFinance AGILEX Funds is a family of principal protected mutual funds that utilize alternative investments and seek absolute returns for the retail client. Broadmark Asset Management LLC is the sub-adviser to the AGILEX Funds and provides all day-to-day investment management services to the funds. | Chairman | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
AGILEX Funds
AGILEX Funds Investment ManagersFinance AGILEX Funds is a family of principal protected mutual funds that utilize alternative investments and seek absolute returns for the retail client. Broadmark Asset Management LLC is the sub-adviser to the AGILEX Funds and provides all day-to-day investment management services to the funds. | Finance |
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