Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research. Our 30 years of experience spans the globe across traditional and alternative strategies. We have cultivated enduring relationships with innovative and high-performing investment managers. Our commingled vehicles offer equitable access to our best ideas. We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.

SouthernSun Asset Management, established in 1989, is a research-driven investment management firm implementing concentrated U.S. Small Cap and SMID Cap investment strategies. Our name reflects a commitment to shed light on investment opportunities both at home and around the globe—a commitment that has driven our work throughout our history. We invest with a long-term time horizon in niche-dominant, attractively valued companies with financial flexibility and well-fitted management teams. We believe careful, in-depth analysis of a company’s financial strength, market position, and human capital is the most comprehensive method of assigning proper valuations, identifying opportunities, and reducing the risk of investment. We believe there is no substitute for knowing each company we invest in as if we own the entire company. This approach compels us to be thorough, diligent, and patient in our study of each individual company. An integral part of this process is knowing management and viewing the company “through the eyes of its management team” as well as an objective outside investor. While our roots are proudly established in Memphis, we travel around the globe to seek out the information we need to make sound investment decisions.

We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives. We help you gain control over your financial affairs and help you marshall your resources so that they are in line with your financial goals. Our goal is to help you achieve financial clarity and provide you with world class money management services to execute a strategy toward a secure retirement.

A leading investment manager serving institutions, financial intermediaries, and high net worth individuals. We serve as the investment manager for the MainGate MLP Fund. We have educated hundreds of investors and wrote the chapter, "Master Limited Partnerships" in The Handbook of Infrastructure Investing, Michael D. Underhill, Editor. (2010). John Wiley & Sons, Inc. We seek to deliver investment results through discipline, fundamental research, quantitative skill, and taking calculated risk. Chickasaw Capital is the investment manager of the MainGate MLP Fund (www.maingatefunds.com), one of the first ever MLP focused mutual funds in the U.S.

An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters. For over 30 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass: We own what our clients own. We prioritize liquidity. We seek transparency. We value simplicity. We balance asset management with risk management. These parameters allow us access to a wide range of investment opportunities but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision-making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them. Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. We pride ourselves on our craftsmanship and attention to detail. We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to staying on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treating your situation with integrity and compassion.

-Since 2009, our company's name recognition and reputation grew steadily in providing quality IT Staffing Solutions to private and public companies alike. This reputation does not come at the expense of prestige—we boast particular strength in providing IT Staffing solutions to major Companies. Our IT services include the needs of your businesses, from staffing to solutions. DyaTech has gained this repute to maintain resources for all kinds of small and big jobs. This has been demonstrated in our ability to meet our client's needs, no matter how complex technology solutions they need from us. We've successfully completed their projects within the given deadline and budget. -This is not possible without a strong team. Our team members are industry leaders with the knowledge and strategic leadership in place. They're real award winners. Their key characteristics are: listening to your exact needs, providing you with the right solutions, and giving you unbiased business propositions. They're dedicated, loyal, and diligent workers who earned DyaTech repeat businesses from almost all our clients. -Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. We didn’t get there alone. And neither will you.

We are not your typical advisory team; we view wealth differently. We focus on four areas of wealth: 🔹Personal Wealth — Personal wealth represents the inter-personal relationships, shared values, and effective communication systems of your entire family. 🔹Business Wealth — Business wealth describes the operating entities owned and managed by your family, serving as the economic engine that creates and sustains your financial wealth. 🔹Financial Wealth — Financial wealth is the total sum of all the assets held by your family on both business and personal balance sheets. This one area of wealth is often what people think of when they consider wealth planning. 🔹Legacy Wealth — Legacy wealth is the combined goodwill of the family that has been created by a shared and sustainable vision for giving and making an impact on the world around you with the wealth and influence of your overall Family Wealth™. Our firm believes that you can increase the use, enjoyment and impact of your family’s wealth across multiple generations. Our goal is to help clients navigate the journey, decisions and process to achieve true Family Wealth™ across multiple generations. Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Investment advisory services offered through Csenge Advisory Group, a Registered Investment Advisor. Navitas and Lion Street Financial are not affiliated.

Benchmark Wealth Management has been serving the greater Memphis area since 2000. We have clients in 31 states. What makes us different: We believe and practice "people before profit" every day. Our approach to helping you is…you. Your dreams and your values. We don’t believe in the “one-size-fits-all” approach. We think this is one of the scariest approaches to investments, life insurance, financial planning, and anything that concerns your money and your future. Whether you prefer a “hands on” or a “hands off” portfolio, we can help. Our Investment Philosophy: At Benchmark Wealth Management, we understand the importance of having a long-term financial plan, a plan that efficiently keeps you on track to meet your long-term personal investment goals, regardless of changing market environments. Today, Benchmark Wealth Management offers financial planning, wealth management, trust services*, and insurance solutions. Our team serves clients by encouraging financial awareness and delivering the message of change, hope, and peace with the desire to help you “live like no one else so later you can live like no one else.” *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We welcome your questions: Email: [email protected] Phone: (901) 682-7449

Fixed Income Trading Institutional Retail Equity Trading Institutional Retail Private Placements Wealth Management Asset Allocation Managed Accounts Separately Managed Accounts Managed Mutual Funds Accounts Financial Planning Mutual Funds

Our mission at Memphis Investment Properties is offering complete turnkey service, new construction, and residential single-family properties for local and foreign real estate investors. With our hands on approach, we provide full service care from our exceptional management team by using our professional techniques specializing in the marketing and maintenance of property management. We are committed to ensuring successful and mutually beneficial relationships with our clients.

Capital Wealth Group is a premier, independent wealth management firm in the heart of East Texas. We are dedicated to the highest standard of integrity, professionalism and stability in the field of financial planning. It is our mission to earn our clients’ trust and help them pursue their long-term financial goals through consistent and transparent communication, relentless hard work and the right customized financial solutions.

Global Wealth Management Group has three key objectives: To provide unparalleled service combined with the highest ethical standards and total professionalism Unparalleled Service We offer a quarterly “face to face” review to ensure that targets and projections are being met. However, should less frequent meetings be preferred we will tailor our service accordingly. High Ethical Standards As an independent company, we search the markets to find the products to fit each client's needs. This means that we can genuinely offer “best advice”. If we were owned by a bank or insurance company, we would, of course, only be able to offer their products in which case the advice would only be “suitable”. In certain circumstances we receive institutional discounts. These discounts are always passed back to the client. Total Professionalism We have installed a strict program of staff training, which includes compliance and ongoing professional development. We work closely with many Financial Institutions and Trade Associations to ensure that each and every one of our Financial Planners, Mortgage Advisors and Insurance Specialists is fully conversant with the most up-to-date information in their own area of expertise. Here at Global Wealth Management Group, we have the experience and expertise to ensure that everyone can find an affordable solution, whatever their circumstances. As independent financial advisors, we have access to a vast range of both domestic and offshore financial products. So, whether you want to secure your financial future, protect your family or business interests, preserve your assets or finance your home purchase, your team here at Global Wealth Management can provide a tailored solution.