CAPTRUST Financial Advisors

Provider of financial planning and consulting services for high-net-worth individuals, qualified plans and endowments and foundations. The company offers services like wealth management and qualified plan consulting, thereby helping clients in keeping up with the rapidly changing environment as needed.

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

PWA Wealth Management, established in 2003, specializes in providing comprehensive wealth management and financial planning services to individuals, small business owners, and institutional clients. Based in Pittsburgh and Greensburg, Pennsylvania, the firm advises on over $800 million in assets, serving approximately 1,000 clients. PWA Wealth Management differentiates itself by redefining traditional wealth management practices, focusing on personalized investment research, retirement planning, and risk management strategies. The firm aims to empower clients to achieve their financial goals through tailored advisory services.

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 is a prominent public accounting and business advisory firm headquartered in Southfield, Michigan, with additional offices across Michigan and in Ohio. Founded in 1924, the firm provides a comprehensive range of services including audit, accounting, tax, and management consulting. Its expertise spans various sectors, such as manufacturing, healthcare, and technology. Plante Moran Financial Advisors, a subsidiary of the firm established in 1977, specializes in asset management for individuals and not-for-profit organizations, offering fiduciary and risk management services. The firm is dedicated to helping clients navigate complex financial landscapes through services such as investment policy design, portfolio monitoring, and regulatory compliance. With a commitment to delivering tailored solutions, Plante Moran aims to support the financial goals of its diverse clientele.

Lakeside Wealth Management provides retirement plan design, investment management, and participant education for institutions and financial planning, retirement goal setting, and legacy planning for wealth management clients.

Welch Hornsby is an independent financial services firm offering a tailored approach to individual wealth management. Our experienced client advisors pair innovative financial planning processes with proven investment strategies to provide financial expertise that protects and preserves wealth, and prepares our clients for economic transitions while achieving financial objectives.

South Texas Money Management, Ltd. is an employee-owned investment manager based in San Antonio, Texas, with additional offices in Houston, Austin, Dallas, and Corpus Christi. Established in 2000, the firm serves a diverse client base that includes individuals, high net worth individuals, institutions, pension plans, charitable organizations, corporations, and government entities. South Texas Money Management specializes in managing tailored equity and fixed income portfolios, focusing on investments in the U.S. public markets. The firm emphasizes a unique investment process centered on quality and diversification, utilizing fundamental analysis and in-house research to inform its strategies. It benchmarks its equity portfolios against the S&P 500 Index and invests in both large-cap value and growth stocks, as well as taxable and non-taxable bonds.

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 management firm based in Roanoke, Virginia, established in June 1992. The firm specializes in providing personalized investment management services to high net worth individuals, businesses, and various institutions, including pension plans, charitable organizations, and foundations. Catawba manages separate client-focused equity and fixed income portfolios, employing a conservative investment strategy that emphasizes high-quality securities at reasonable prices. The firm invests in both value and growth stocks in the public equity markets, as well as Virginia municipal bonds for fixed income investments. Utilizing fundamental analysis and a bottom-up stock picking approach, Catawba Capital Management integrates external research to guide its investment decisions.