Lovell Minnick Partners

Americana Partners is an independent wealth advisory firm based in Houston, Texas, established in 2019. The company specializes in providing tailored financial planning and investment management services to a select group of families and individuals, including patriarchs, matriarchs, executives, business owners, and entrepreneurs. Americana Partners focuses on helping clients simplify the management of their substantial wealth while prioritizing capital preservation and alternative investment strategies. The firm fosters strategic connectivity among its clients, facilitating introductions within their personal and professional networks. This approach creates unique investment opportunities, such as private placements and direct deals, allowing clients to co-invest with peers who share similar lifestyle and legacy goals. As a Registered Investment Adviser, Americana Partners is committed to serving the specific needs of its clientele.

London & Capital is a specialist wealth and asset management firm founded in 1986 by Daniel Freedman and Richard Leigh, who sought to offer a more personalized approach to individual investors. Unaffiliated with any large financial institutions, the company prioritizes the unique needs and goals of its clients, focusing on wealth preservation through prudent investment strategies. By taking the time to understand each client's aspirations, London & Capital provides tailored advice and investment options, ensuring that clients receive dedicated service from specialists in various financial areas. The firm intentionally limits its client base to foster strong, personalized partnerships, allowing for a deeper understanding of each client's complex financial requirements beyond mere monetary considerations. Through careful financial planning and clear reporting, London & Capital helps clients navigate their investment journeys while aiming for both preservation and growth of their assets.

Pathstone Family Office, established in 2010 and based in New Jersey, specializes in wealth management and investment advisory services for families, family offices, and institutions throughout the United States. The firm provides a comprehensive range of financial advisory services, including asset management, financial planning, property management, estate planning, financial reporting, and risk management. By focusing on creating, managing, and preserving wealth, Pathstone aims to meet the diverse financial needs of its clients.

Tortoise Investments specializes in essential assets and income investing, offering a range of active and passive investment solutions to its clients. The firm provides valuable market insights through its registered advisers, aiming to meet diverse investor needs. As of September 30, 2017, Tortoise managed $20.2 billion in assets under advisement, reflecting its significant presence in the investment landscape.

CenterSquare Investment Management is a real asset investment management firm that specializes in both listed and private equity real estate, as well as listed infrastructure investments. As a subsidiary of BNY Mellon, the company operates with a commitment to aligning its interests with those of its clients, partners, and employees. Headquartered in suburban Philadelphia, CenterSquare also has regional offices in Los Angeles and international presence in London and Singapore. The firm actively manages investments for institutional investors and high net worth individuals across global markets, focusing on enhancing the performance and resilience of their investment portfolios through strategic, research-driven approaches.

Trea Asset Management, headquartered in Barcelona with an office in Madrid, is an independent asset manager specializing in catering to institutional clients. It offers a range of services, including the management of both traditional and alternative funds. Trea is registered with the Spanish regulator, CNMV, and holds a European Passport, enabling it to manage funds in Spain, Ireland, and Luxembourg. The company's approach is tailored to each client's unique needs, aiming to deliver improved investment returns and client service.

Trea Asset Management, headquartered in Barcelona with an office in Madrid, is an independent asset manager specializing in catering to institutional clients. It offers a range of services, including the management of both traditional and alternative funds. Trea is registered with the Spanish regulator, CNMV, and holds a European Passport, enabling it to manage funds in Spain, Ireland, and Luxembourg. The company's approach is tailored to each client's unique needs, aiming to deliver improved investment returns and client service.

Kanaly Trust Company is a privately owned investment management firm based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily to high net worth individuals, estates, and families. It manages and advises over $2 billion in assets, focusing on client-centered equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and planning financial affairs, guided by an experienced executive management team.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

Lincoln Investment is a prominent broker-dealer with nearly five decades of industry experience, specializing in delivering tailored investment strategies. With over 800 financial advisors across the U.S., they serve approximately 270,000 clients, managing assets totaling $24.7 billion. Each client relationship is prioritized, reflecting Lincoln Investment's commitment to personalized service. As one of the fastest-growing independent broker-dealers, they offer investment, wealth management, and retirement planning services to corporations, educational institutions, and high-net-worth individuals, aiming to help clients achieve their financial objectives while mitigating risk.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

361 Capital LLC is a boutique alternative asset management firm based in Denver, Colorado, specializing in the management of hedge funds and alternative investment portfolios for high net worth individuals, investment companies, and charitable organizations. Founded in 2001, the firm creates and manages a range of investment products, including equity and balanced mutual funds, with a focus on strategies such as multi-strategy, market neutral, long-short equity, and managed futures. 361 Capital employs a combination of fundamental, quantitative, and behavioral analysis in its investment approach, targeting small-cap, mid-cap, and large-cap stocks, as well as fixed income and alternative investments. The firm enhances its research capabilities through a strategic partnership with Lighthouse Partners, aiming to deliver innovative investment solutions that address the unique needs of its clients. By providing strategic insights and personalized service, 361 Capital helps investors navigate an increasingly complex market landscape. As of April 2021, 361 Capital operates as a subsidiary of Hamilton Lane Incorporated.

Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.

ClariVest Asset Management LLC is an employee-owned investment management firm based in San Diego, California. Founded in March 2006, the firm caters to a diverse range of institutional clients, including corporate and public pension plans, foundations, endowments, and Taft-Hartley plans. ClariVest specializes in managing separate client-focused equity portfolios, investing in public equity markets worldwide. The firm employs a disciplined investment strategy that combines quantitative analysis with a bottom-up approach, focusing on both growth and value stocks across various market capitalizations. ClariVest emphasizes clarity in the investment process, believing that strong performance and client relationships are built on transparency and a talented, experienced team. As of April 1, 2019, ClariVest operates as a subsidiary of Eagle Asset Management, Inc.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

Berkeley Capital Management LLC (“Berkeley”) is a California-based registered investment advisor managing over $1.2 billion in assets for both institutional and individual investors. Berkeley currently employs 17 full time employees, six based in San Francisco and eleven based in Los Angeles.

Atlantic Asset Management LLC is a registered investment advisor based in Stamford, Connecticut, overseeing approximately $4.4 billion in assets. Founded in 1992, the firm specializes in core and specialized fixed income strategies, catering primarily to a diverse range of U.S. institutional clients. These clients include public and private pension funds, labor unions, foundations, endowments, and corporations. Atlantic provides comprehensive investment advisory services, which encompass fund risk management, high yield bond management, and various investment strategies. The firm is recognized as one of the larger independent U.S. asset management companies, focusing on fixed income, asset allocation, and alternative investment strategies.

AssetMark is a provider of comprehensive wealth management and technology solutions tailored for independent financial advisers and their clients. The company delivers an end-to-end experience that encompasses nearly all aspects of an adviser's engagement with clients, from initial consultations to ongoing financial planning discussions. This includes performance reporting and billing services. Additionally, AssetMark's platform equips advisers with tools and capabilities to efficiently manage their daily business activities, allowing them to focus more on meaningful interactions with investors. Through its offerings, AssetMark seeks to enhance the effectiveness and efficiency of financial advisers in delivering personalized wealth management services.

Centurion Capital Group, Inc. ("Centurion"), now merged into an asset management arm of Genworth Financial Inc., was a market-leader in wholesaling mutual fund based wrap services to commission-based brokers within financial planning sector through a group of related and integrated companies. Centurion Capital Management was a California-based, nationally-registered investment advisor, and Centurion Trust Company was an Arizona-based custodial banking institution providing exclusive custody services to Centurion Capital Management.