CTOs on the Move

United Advisors America

www.unitedadvisors.com

 
United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Blockchain Asset Group

Blockchain Asset Group is a premier actively managed fund investing in the Blockchain ecosystem. We invest in world-changing technologies and believe that the world of tomorrow will be heavily shaped by blockchain-based economic incentive systems.

Chortek

Chortek is a Waukesha, WI-based company in the Financial Services sector.

Infinity Financial Group Inc.

Infinity Financial Group is a Canadian multinational investment and holding company with investment and subsidiaries in Aerospace, Energy, Finance, Manufacturing & Distribution, Health Sciences & Services, Mining, Real Estate, Retail, Sports Entertainment, Technology and Telecommunications. Infinity is in the private equity investment business. Our investment horizon is mid-long-term, and our objective is to help companies build a foundation for sustainable, long-term success.   Infinity’s core services lies in the company’s private equity and equity co-investment business as an investor and/or minority investment made directly into an operating company utilizing the company’s own capital resources, alongside a financial sponsor or other private equity investor/s, in acquisitions, leveraged buyout, recapitalization or growth capital transactions.   We purchase or acquire an interest in companies with strong fundamentals and growth potential whose owners are seeking an exit or who will benefit from our financial and strategic support. We stay in the businesses as long as we are able to add value to them. Infinity is a private equity investment company with a difference.  Our objective is to help companies build a foundation for sustainable, long-term success. We bring a highly disciplined operational capability to businesses that are challenged in this regard.

CapWealth

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.

Four Corners Property Trust

Four Corners Property Trust (NYSE:FCPT) is a $2 billion investment grade rated net lease REIT focused on restaurant real estate. FCPT was spun-off from Darden Restaurants, Inc. in November 2015 with 418 properties. Today, FCPT owns over 500 properties in 44 states with over 20 brands. At FCPT, our strategy continues to be diversifying and scaling our portfolio through acquisitions and sale-leasebacks of quality credit restaurant operators with strong fundamental real estate.