CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
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.
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.
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.
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 with large firm experience. MRA Associates provides custom advice and innovative solutions to individuals, families, and organizations.
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 has grown to become one of the most diverse wealth management and investment advisory firms.
Morton Wealth Management
Acquisition in 2018
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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.