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Socorro Asset Management is a fundamental, long-only investment management firm based in Dallas, Texas that was founded in 2019. Our investment objective is to generate strong absolute returns while generating a lower volatility profile over the long term by investing across the capital structure of high quality, publicly traded companies. We are fundamental, bottom-up, value-based investors with a deep and differentiated due diligence process. Our research process culminates in a portfolio of securities that we believe will compound capital over the long term.
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
First National Bank of Oneida is a Helenwood, TN-based company in the Financial Services sector.
Since 1909, Armstrong Bank has taken pride in providing exceptional customer service. As a family-oriented bank with locations across Oklahoma and Arkansas, our banking experts live and work in the communities that they serve. Armstrong employees dedicate their time and talents to a wide variety of community organizations and are always working to exceed community and customer expectations.
Foxen develops innovative technology to provide insurance compliance solutions, and financial services to property owners, managers, and their residents. Foxens products solve for flawed and antiquated processes while simultaneously creating property revenue and greater financial well-being for residents. As a rapidly growing FinTech company, Foxen is disrupting the insurance and financial industries to achieve a greater vision of financial wellness through real estate.