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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.
Created through the merger of First Southwest and Southwest Securities, HilltopSecurities delivers the forthright advice and tailored solutions necessary for municipal issuers, institutions, broker-dealers and individuals to thrive. Our areas of focus include public finance; municipal and taxable fixed income underwriting, sales and trading; equity and portfolio trading; retail brokerage services; securities clearing; structured finance; and securities lending. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities` affiliates include Hilltop Securities Independent Network Inc., PlainsCapital Bank, PrimeLending and National Lloyds Corporation. HilltopSecurities is a member of NYSE, FINRA and SIPC. Rooted in the communities we serve, we embrace our vision to build noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. We leverage our bold, adaptive firm culture and deep municipal market experience. We blend honesty with sound judgement, serving as our clients` strongest ally and fiercest advocate. By creating and sustaining relationship capital with our clients — and our employees — we create an environment that ensures both are empowered to make the best decisions to achieve personal definitions of success.
SoftTarget Inc. is a Mont-Royal, QC-based company in the Financial Services sector.
Coast To Coast Financial Solutions is a Thousand Oaks, CA-based company in the Financial Services sector.
MidSouth FCU is a Macon, GA-based company in the Financial Services sector.