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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.
Ranger Investment Management, LP is an independent investment boutique focused on seeking long-term capital appreciation in U.S. small cap and micro-cap growth equities. Our fundamental investment philosophy has been in place for over 18 years and is supported by a disciplined, consistent approach to security selection, risk management and ESG integration. Established in 2002 in Dallas, TX, Ranger Investments services a diverse client base including pension funds, endowments, foundations and family offices. Professionally, Ranger Investments` open and collegial culture extends throughout the organization and emphasizes leadership and cross-functional collaboration to provide the best solutions for our clients.
Workman Securities Corporation is a Eden Prairie, MN-based company in the Financial Services sector.
Bayview Asset Management is one of the leading companies in the Financial Services sector.
Union Square Investment Co is a San Francisco, CA-based company in the Financial Services sector.