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Pinnacle Asset Management, L.P. is a private, New York-based investment adviser registered with the Securities and Exchange Commission, is a commodity trading adviser and commodity pool operator registered with the Commodity Futures Trading Commission, and is a member of the National Futures Association. With over 15 years of experience, the company provides a range of services including investment management, commodity trading, and financial planning. Its team of experts helps high net worth individuals, family offices, and institutional investors achieve their financial goals through tailored investment strategies and rigorous risk management.
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Brown Capital Management is a comprehensive wealth management firm serving individuals, families, small businesses, and foundations in Arkansas and nationwide. We offer a range of services, including wealth management, retirement planning, and tax and insurance solutions. Our experienced team of financial advisors, led by President Johnny Brown, a Certified Financial Planner with extensive experience in the investment industry, works closely with clients to develop personalized investment strategies designed to minimize risk and maximize returns. With our expertise in Modern Portfolio Theory, Behavioral Finance, Behavioral Economics, and Value Investing, we help clients achieve their financial goals and ensure they are prepared for the future.
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Westrock Asset Management is a multi-strategy investment manager that seeks to apply a 100% systematic approach across investment strategies developed through mathematical and statistical methods. We aim to construct a diversified portfolio with low correlation to traditional asset classes, providing consistently attractive, risk-adjusted returns for our founders and partners. Our team of experts uses information theory to quantify breadth and construct portfolios comprised of orthogonal signals, evaluating and classifying investment sub-strategies based on their intra-portfolio correlation and exposure diversification. We manage a low-beta, multi-strategy investment solution with extensive diversification for our partners, seeking to traverse dynamic investment landscapes with certainty.
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ClientFirst Wealth Management is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR. We manage over $200 Million for Arkansans, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs. We offer decades of market experience, including customized tax-free municipal bond portfolios free of federal as well as state income tax for Arkansas residents. Our team collaborates with you to create and maintain a holistic financial strategy designed around your goals and dreams. We are a fee-only fiduciary, dedicated to serving your best interest with no sales commissions or bonuses.
The reviews praises Ed Mahaffy's exceptional knowledge, personalized service, and commitment to integrity, leading to high levels of satisfaction among clients.
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