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CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
Opus Capital Management is a New York, NY-based company in the Financial Services sector.
Millstone Capital Advisors is dedicated to helping small to mid-sized companies grow through direct investments and strategic assistance. We have extensive experience working with companies in a broad range of industries, including information technology, health care, financial services, marketing, manufacturing, energy, real estate, notes and insurance. As a St. Louis-based company, the founder and principals of Millstone Capital Advisors have a long history of philanthropy and volunteer support in the region. Our mission includes enhancing quality of life and economic development for the people in the companies in which we invest and the communities in which they operate.
EnviroCap is a Tampa, FL-based company in the Financial Services sector.
Section 32 focus areas include biotechnology, therapeutics, advanced diagnostics, precision medicine, software, cybersecurity, machine learning, and artificial intelligence.