| Name | Title | Contact Details |
|---|
CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
Utfc Financing Solutions is a Salt Lake City, UT-based company in the Financial Services sector.
Greenoaks is a leading global internet investment firm based in San Francisco. Greenoaks makes concentrated, long-term investments in technology-enabled businesses globally.
XE Capital Management, LLC is a New York, NY-based company in the Financial Services sector.
Baron Capital, Inc. is one of the leading companies in the Financial Services sector.