CAPTRUST

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company focuses on connecting clients with independent, fiduciary financial advisors who are thoroughly screened to ensure they offer appropriate and trustworthy guidance. Zoe Financial employs a wealth planning platform that categorizes advisors based on their qualifications, expertise, and operational efficiency, facilitating personalized financial planning for clients. This approach helps individuals navigate their financial needs, promoting accountability and informed decision-making for stable wealth creation.

Carolinas Investment Consulting is a financial advisory firm that offers financial planning and portfolio management services.

Campbell Wealth Management focuses on financial planning, income planning, insurance planning, and retirement planning.

Boston Financial Management is a wealth management firm located in Boston, Massachusetts, established in 1976. The firm specializes in providing investment management, financial planning, estate planning, and trust services to a diverse clientele that includes individuals, families, endowments, and not-for-profit organizations. With a focus on addressing the unique challenges associated with wealth, Boston Financial Management aims to deliver tailored solutions to its clients' critical financial questions. The firm's assets are managed by an experienced executive team, ensuring a personalized approach to wealth management. As a Registered Investment Adviser, Boston Financial Management is committed to upholding high standards of professionalism and fiduciary responsibility in its services.

Southern Wealth Management specializes in a comprehensive range of financial services, including financial and estate planning, business succession planning, and tax consulting. The firm assists clients with compliance and the filing of tax returns, while also offering investment portfolio design and management. Additionally, Southern Wealth Management provides life insurance portfolio design and management, philanthropic planning, and plan management services. The firm aims to serve high-net-worth individuals and families through its family office services, ensuring tailored financial strategies to meet the unique needs of its clients.

TrustCore, established in 1984 and based in Brentwood, Tennessee, specializes in retirement planning, risk management, investment, and wealth management solutions. The firm assists individuals, families, and non-profits in navigating the complexities of the financial landscape to create, grow, and preserve their wealth. With a focus on charting a clear course for clients' financial futures, TrustCore leverages the expertise of its executive management team to manage client assets across a broad range of financial disciplines.

Reynolds Investment Management is a registered fee-based investment advisor recognized by the Securities and Exchange Commission. The firm specializes in providing wealth management services tailored to individuals and families, as well as business owners, medical professionals, and retirees. It also offers investment advisory services to retirement plan sponsors, endowments, and foundations, aiming to meet the diverse financial needs of its clients.

Frontier Wealth Management, established in 2007, was a Missouri-based financial services firm headquartered in Kansas City. It offered a comprehensive suite of wealth management solutions, including financial planning, investment management, risk management, estate and tax planning, and corporate retirement services. The firm catered to individual, family, corporate, and non-profit clients, managing their assets under the guidance of its executive management team. However, it is no longer in operation.

Portfolio Evaluations was a privately-owned consulting firm that specialized in institutional investment and retirement plan consulting services. The firm operated independently, providing unbiased advice, guidance, and education to fiduciaries overseeing institutional investment programs. Its diverse client base included private and public entities such as corporations, non-profit institutions, endowments, foundations, governments, municipalities, and various designated groups. In 2022, Portfolio Evaluations was acquired by CAPTRUST Financial Advisors, marking a significant transition for the firm while maintaining its focus on supporting institutional clients in managing their investment strategies and retirement plans.

Rinet Company is a financial services firm based in Boston that specializes in financial planning and wealth management. It caters primarily to high net-worth individuals and families, offering a range of services including investment management, income tax planning, retirement planning, insurance, and education planning. By providing comprehensive financial strategies, Rinet Company helps clients effectively manage their wealth and prepare for future financial needs.

Pacific Investment Consultants is a platform that offers wealth management and retirement planning services.

PWA Wealth Management is a firm that provides investment research and advisory services aimed at individuals, small business owners, and institutional clients. The company specializes in various areas including retirement plans, investment advisory services, investment management, wealth planning, and risk management. By focusing on these key services, PWA Wealth Management assists clients in achieving their financial objectives and managing their financial resources effectively.

MRA Associates is a boutique registered investment advisor based in the Western United States, offering a range of asset management services tailored to individuals, families, and organizations. The firm provides customized wealth management solutions, including investment advice, portfolio construction, tax planning, and retirement planning. MRA Associates serves a diverse clientele, including corporate retirement plans, endowments, foundations, and sovereign nations, leveraging its large firm experience to deliver innovative financial strategies.

Plante & Moran Financial Advisors (PMFA) is an asset management firm based in Southfield, Michigan, founded in 1977. As a subsidiary of Plante & Moran, LLP, the firm specializes in providing investment services to a diverse range of clients, including individuals, not-for-profit organizations, foundations, endowments, and qualified pension plans. PMFA offers comprehensive fiduciary and risk management services designed to meet the specific goals of institutional investors. Its offerings include asset allocation development, investment policy design, manager search and selection, as well as ongoing portfolio monitoring. The firm is supported by a skilled in-house investment research team that crafts integrated strategies aimed at asset protection, risk minimization, and compliance with regulatory changes, ultimately assisting clients in achieving their financial objectives.

Lakeside Wealth Management, located in Chesterton, Indiana, specializes in investment advisory services tailored for both institutions and individual clients. The firm focuses on retirement plan design and investment management, ensuring that clients receive comprehensive support in achieving their financial goals. Additionally, Lakeside offers participant education to enhance understanding of retirement options, as well as personalized financial planning and legacy planning services for wealth management clients. Through these offerings, the company aims to eliminate financial chaos and provide clarity in managing assets and preparing for the future.

Welch Hornsby, Inc., founded in 1988 and based in Montgomery, Alabama, is an independent financial services firm that specializes in wealth management and investment advisory services. The company caters to individuals, families, and institutional clients, offering a customized approach to financial planning and investment strategies. Welch Hornsby’s experienced client advisors focus on protecting and preserving wealth while guiding clients through economic transitions to achieve their financial objectives. As of March 2020, Welch Hornsby operates as a subsidiary of CapFinancial Partners, LLC.

South Texas Money Management, Ltd. is an employee-owned investment management firm based in San Antonio, Texas, with additional offices in Houston, Austin, Dallas, and Corpus Christi. Founded in 2000, the firm serves a diverse clientele that includes individuals, high net worth individuals, institutions, pension plans, charitable organizations, and government entities. South Texas Money Management specializes in managing separate equity and fixed income portfolios, focusing on both value and growth investments in large-cap companies. The firm employs a fundamental analysis approach to portfolio creation and conducts in-house research to inform its investment decisions. It benchmarks its equity portfolios against the S&P 500 Index, aiming to achieve quality and diversification in its investment process.

FCE Group is a prominent wealth management and investment advisory firm that offers a wide range of financial services to support clients in managing their financial affairs. The company specializes in financial planning, retirement planning, estate planning, investment management, and insurance analysis. By providing tailored financial expertise, FCE Group aims to meet the unique needs of clients at various stages of their financial journey. Through its diverse offerings, the firm positions itself as a trusted partner in helping individuals navigate their financial goals effectively.

Morton Wealth Management is a consulting firm providing comprehensive wealth management, financial planning and investment management services to high net worth individuals and families.

Catawba Capital Management, Inc. is an employee-owned investment manager based in Roanoke, Virginia, founded in June 1992. The firm specializes in providing personalized investment management services to a diverse clientele, including high net worth individuals, pension plans, charitable organizations, corporations, trusts, estates, endowments, and foundations. Catawba Capital focuses on managing separate client-centric equity and fixed income portfolios, utilizing a conservative investment approach that prioritizes high-quality securities at reasonable prices. The firm invests in both value and growth stocks within the public equity market and concentrates its fixed income investments in Virginia municipal bonds. To inform its investment decisions, Catawba employs fundamental analysis and a bottom-up stock picking strategy, supplemented by external research.