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.

EARNEST Partners LLC is an employee owned institutional investment management firm. The firm primarily manages assets on behalf of public funds, Taft-Hartley plans, endowments, foundations, charitable organizations, corporations, and state and municipal government entities. The firm invests in the public equity markets across the globe and fixed income markets of the United States. The firm employs a fundamental and a statistical analysis with a bottom-up stock picking approach to make its equity investments. For its fixed income investments, it invests in U.S. Government agency debt, U.S. investment grade debt, mortgage-backed securities, and asset-backed securities. The firm employs a credit and a fundamental analysis to make its fixed income investments. EARNEST Partners was founded in 1998 and is based in Atlanta, Georgia with additional research operations in Brazil and China.

Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of our process, philosophy, and people. MISSION To bring simplicity and a more efficient methodology to investment management, leading to greater transparency, investment returns & quality service for our clients. INVESTMENT SOLUTIONS Montag & Caldwell has provided proprietary investment solutions for our clients for over 75 years. As a fiduciary, our priority always lies with the best interest of the client. We provide investment management solutions developed and managed by our team, in house, as opposed to other firms which may outsource all or part of their solutions. Our investment team is backed by a proven and fundamental research discipline that has been in place for over 35 years. While primarily known for managing equity securities, our firm’s experience also includes fixed income and asset allocation strategies. With an emphasis on managing risk, our investment professionals provide a holistic, solutions-based approach to investment management and our clients benefit from our firm’s expertise and success in serving sophisticated institutional investors as well as individuals and their families. While other investment advisors may be full-service generalists, we believe that specializing in investment management provides a better solution for clients who prefer working with specialists in each field, rather than a generalist who works in all areas of financial planning. PLEASE REVIEW OUR SOCIAL MEDIA DISCLAIMER: www.montag.com/social-media-disclosure/

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services. The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by Commonwealth Trust Company and SMC Capital Inc., subsidiaries of Kentucky-based Commonwealth Bancshares. As of December 31, 2022, we manage more than $10.2 B in total assets* for a diverse mix of institutional clients. We offer separate accounts and sub-advised collective investment vehicles that allow us to serve clients around the globe. Our investment philosophy is based on our proprietary Absolute Value approach initially developed by the firm’s co-founders. The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term. At River Road, we believe integral to this objective is an emphasis on positive return consistency and, correspondingly, minimizing downside portfolio risk. *Total assets combine River Road’s (1) total firm assets (as defined by GIPS®) and (2) advisory-only assets (no control over implementation of investment decisions and no trading authority). Total assets provided as supplemental information and advisory-only assets are reported on a one-month lag. DISCLOSURE: River Road has no editorial control over the people (including employees) or firms which link to our corporate information page. Any links to our firm information should not be considered a positive reflection of the investment advisory services offered by River Road or an endorsement from the firm. Visitors to this page, or pages that link to it, must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of River Road.

Rooted and invested in the Pacific Northwest, we genuinely care about this place we call home. Our deep civic engagement stems from our long tenure of successful, inclusive development in the region. We’re proud of our collaborative working relationships with cities and communities, the diversity and experience of our team, and our commitment to development that’s intentionally designed to deliver lasting value.

River Associates is a private equity firm based in Chattanooga, TN, that focuses exclusively on investing in the lower middle market and has served as a financial sponsor partner for management teams for over 30 years. Target businesses can be privately held, private equity-backed, or divestitures from larger companies. River Associates is opportunistic as to industry and has invested in numerous manufacturers, high margin distributors, industrial service providers and business service companies. River targets U.S. & Canadian companies typically with EBITDA in the $3-12 million range. Since its founding in 1989, River Associates has initiated more than 115 transactions. River is currently investing its eighth investment fund, which has $345 million of committed capital. For more information, visit riverassociates.com.

Marketing of separately managed accounts for Western & Midwestern United States.

Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients'​ assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars'​ worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients'​ investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.

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.

Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes: Real Estate; Natural Resources; Media, Entertainment & Technology; and Credit & Special Situations. Our clients are public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. Through partnership with our investors, we focus on developing customized solutions that are aligned with investment goals and strive to be strategic and responsive throughout the investment process. This supports our clients and their individual investors in realizing the value of long-term financial planning with diversified funds management. With a combination of deep experience and a tailored investment focus, Domain believes it is well positioned to identify potential investment opportunities and deliver a fully integrated investment approach, including contractual negotiations, due diligence, transaction structuring and asset supervision throughout the duration of the investments.

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firm’s help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.