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.

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.

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

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.

Vishria Bird Financial Group, LLC is a company based out of 1053 W REX RD, Memphis, Tennessee, United States.

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.

With over 600 active loan clients, the Banes Capital Group Whole Loan Trading Desk is one of the more active in the country, trading a spectrum of loan products. - SBA 7(a) - USDA - 504 1st Lien CRE - SRI/CRA Investments - QM Jumbo - Scratch and Dent - Non QM - Commercial Real Estate - Member Business Loan Participations With an average of 20+ years of experience on the desk, BCG also assists its valued lenders with full balance sheet consulting, optimization, and ALM simulation, as well as advanced loan analytics and pricing. Our decades of experience in all facets of the capital markets give us the perspective and the relationship channels needed to make balance sheet changes happen smoothly and quietly. We strive to be a valued resource for our bank and credit union clients who wish to optimize their performance in both government guaranteed and traditional lending, and we've put the systems in place to help make that happen. BCG employs a team of independent brokers that bring over two decades of experience handling a vast array of fixed income products. BCG licensed professionals have played key roles in the marketing, pooling and purchasing of SBA products, structuring of investor portfolios, portfolio liquidations as large as $700mm and closing multiple financing facilities as large as $400 million. BCG team members have faced virtually every financial climate, from placid to volatile. BCG gratefully attributes its success to the strength of the long term relationships it has with its client base. Affliliated Company: Banes Capital Managment, LLC , Hanover Securities

Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations. Duncan Williams Asset Management combines experience with entrepreneurism, wisdom with innovation, and drive with diligence. Our bottom line isn’t just about income and earnings. Both the firm’s founder and its financial advisors are passionate about growing a thriving community, helping their neighbors, and being part of the change they hope to see. Collectively, Duncan Williams Asset Management is a force for good, with a strong internal culture of leadership, generosity, and philanthropy.