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Circumference Group is a public and private investing platform founded in 2009 by Jeff Fox, former CEO of Endurance International, CEO Convergys Corporation, and COO of Alltel Corporation. We are operators and investors with decades of success running and investing in businesses with a bottom up approach. Across the Circumference Group platform, we engage in public market investing, private co-investing and strategic and operations advisory services. We use our time-tested, operations-based framework, which we call the Core Value Assessment, to drive our research and analytics.
Established in 1914, Boenning & Scattergood, Inc. is one of the oldest independent securities, asset management and investment banking firms in the region.
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.
SF Sentry is a San Francisco, CA-based company in the Financial Services sector.
Okoboji Financial Services, Inc. is a Sioux Falls, SD-based company in the Financial Services sector.