Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at wasatchglobal.com.

Founded in 1919, privately held Woodbury Corporation is one of the oldest and most respected full-service real estate development companies in the Intermountain West. Headquartered in Salt Lake City, Utah, and with $4 Billion in assets under management, the Woodbury portfolio includes retail, office, hotel, residential and industrial projects across 16 states. For more information, please visit http://www.woodburycorp.com.

Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager. Over the last four decades Albion Financial Group has become a nationally recognized, locally respected, award-winning provider of customized wealth management services. From the firm’s humble beginnings, Albion Financial Group has grown into one of Utah’s largest privately held investment managers. Albion Financial Group’s suite of investment services includes in-depth market research, customized portfolio management, and comprehensive financial advising. As a fiduciary and as a fee-only advisor, Albion Financial Group measures success by how well we have done in guiding our clients to achieve their financial goals; not by the amount commissions received or investment products sold.

tZERO Group, Inc. and its broker-dealer subsidiaries (tZERO) provide an innovative liquidity platform for private companies and assets. We offer institutional-grade solutions for issuers looking to digitize their capital table through blockchain technology, and trade on a regulated alternative trading system. tZERO democratizes access to private assets by providing a simple, automated, and efficient trading venue to broker-dealers, institutions, and investors.

Cottonwood Residential is a fully integrated real estate investment company focused solely on the multifamily sector. Our expert service in asset and property management is complemented with our capabilities in the financial, construction, and legal aspects of Tenants in Common multifamily ownership.

Sterling Group United is committed to providing the ultimate investment experience for every client, every time. While each company of the group is unique, when combined, Sterling Group United provides Intricate Planning, Flawless Execution, and Sophisticated Wealth Strategies with Proven Results. It is through leveraging the individual strengths of each of its five companies that SGU can provide this type of unparalleled investment experience.

For more than 20 years, and across more than 300 companies, Peterson Partners has partnered with exceptional entrepreneurs. This experience has confirmed for us that people are the key differentiator in success. Entrepreneurial leaders are different from other leaders. They’re the people creating the future, the people so determined to get things done that they make magic. They are the change makers. We back leadership teams who have the grit and passion to build enduring enterprises that make a difference. Partnering with people like this is our dream job. We love nothing more than rolling up our sleeves to help great people build great businesses.

Tracing its roots to the Eccles family of Utah, The Cynosure Group is an independent alternatives asset manager and portfolio advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. Cynosure’s collaborative solutions focus on alternative asset classes that range from select direct investment opportunities in profitable small to mid-sized companies, to comprehensive portfolio construction and allocations. Cynosure's core direct investments focus on bringing together Founder and Management-Owners with Aligned Capital.

First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 40 years. FWA was founded in Salt Lake City, Utah in 1982. Its guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.). In 2019, First Western Advisors affiliated with Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Atomic is a leading financial connectivity platform that puts consumers in control of their personal data. Prioritizing data rights and security, Atomic is trusted by over 195 financial institutions, fintechs and partners. Atomic offers unparalleled access to payroll, HRIS systems, and merchants facilitating a range of financial services including direct deposit switching, income and employment verification, and payment method updating.

Holborn Assets is licensed by the UAE Ministry of Economy, and we are FCA regulated in England and Wales. Additionally, we are registered on the UAE’s Insurance Authority (IA) List in the Insurance Broker category. Having grown and evolved over the years, today at Holborn Assets Ltd., we focus on providing services in Insurance, Investments, Pensions, Small and Medium Enterprises (SME), Education, Wills and Estate Planning, Mortgages, Long Term Care services. We are confident in saying our services can cover you and your family from cradle to grave, east to west and north to south.

Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Our Wealth Management Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our team focuses on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, we understand that financial choices abound and work to deliver customized solutions to our clients that meet their unique situations. Our Investment Management Team provides strategies designed to navigate the changing market environment. Focusing on time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. We apply a company-wide philosophy that centers on putting our client's needs first in all that we do. Advisors across the U.S. use SFS Portfolios to provide asset management solutions for their clients through the Envestnet platform. Securities offered through Securities America Inc., Member FINRA(www.finra.org) & SIPC(www.sipc.org). Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, and Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. This is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products/services referenced on this site are available in every state, jurisdiction, or from every person listed.