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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.
Umpqua Feather Merchants is a Louisville, CO-based company in the Financial Services sector.
Kinnear Financial is a Calgary, AB-based company in the Financial Services sector.
Sierra Ventures is a Bay Area based early-stage venture firm investing globally with a focus on Next Generation Enterprise and Emerging Technologies. With over three decades of experience and over $2 billion of assets under management, Sierra has created a vast network of successful entrepreneurs, Fortune 1000 CXOs, operational executives, and deep domain experts, providing a platform for entrepreneurs around the world.
FMG Financial Services is a Worcester, MA-based company in the Financial Services sector.