Gi Partners is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $31,053,928,632 of assets under management and employs about 150 people. Gi Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

Sagepoint Financial, Inc. is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $13,401,006,851 of assets under management and employs about 3563 people. Sagepoint Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Balbec Capital Management, LP is an SEC-registered investment adviser established in 2016, managing various private funds focusing on credit portfolios across North America and Europe. The firm, led by a seasoned management team, specializes in credit exposures such as residential and commercial mortgage loans, consumer obligations, and distressed assets. Balbec exercises broad discretion in selecting investments, primarily seeking opportunities in insolvent situations. The firm manages over $7 billion in regulatory assets under management, with 93% under discretionary management. Clients include institutional investors and high-net-worth individuals, with minimum capital commitments outlined in fund documents. Balbec charges management fees based on assets owned by the funds and receives carried interest. The firm does not engage in soft dollar arrangements, cross trades, or maintain custody over client accounts. Balbec may compensate third-party agents for investor referrals. The firm provides regular reports to investors, conducts ongoing asset monitoring, and exercises voting authority in the best interests of the funds. Balbec's financial condition is sound, with no known impairments to meeting contractual commitments. For further details, clients can contact [email protected].

Smead Capital Management, Inc. (SCM) is a registered investment adviser established in July 2007, specializing in providing investment management services to separate accounts, mutual funds, advisors, family offices, and institutions. SCM's investment strategy focuses on Capital Appreciation, managing the Smead Value Fund, Smead International Value Fund, and Smead US Value UCITS Fund. The firm offers discretionary investment management services with a minimum portfolio value of 0.85% of the account's market value. SCM may negotiate fees based on certain criteria. The firm does not charge performance-based fees and acts as a fiduciary for its clients. SCM exercises investment discretion for managed assets totaling over $7 billion as of December 31, 2024. The firm's investment philosophy involves assessing securities based on eight criteria and managing risks through regular reviews and adherence to a Code of Ethics. SCM also provides model delivery services to certain unified managed accounts. Clients receive quarterly reports and are encouraged to discuss their needs and objectives with SCM. The firm votes proxies on behalf of clients and has no financial commitments impairing its ability to meet obligations. SCM does not compensate for client referrals and maintains custody through qualified custodians, ensuring clients receive regular statements.

Foundations Investment Advisors LLC is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $4,581,668,593 of assets under management and employs about 229 people. Foundations Investment Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Indigo Partners LLC is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,586,680,165 of assets under management and employs about 9 people. Indigo Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

TFO Family Office Partners is a registered investment adviser based in Phoenix, AZ, established in October 2011. The firm manages investment portfolios for various clients, including individuals, retirement plans, trusts, and charitable organizations. TFO offers a range of services, such as investment management, family office services, retirement plan services, and consulting services. The firm primarily creates portfolios using mutual funds, ETFs, and managed accounts of individual equities/bonds. Clients have the option to impose restrictions on TFO's discretionary authority over their portfolios. TFO may allocate a portion of a portfolio to an independent third-party investment advisor when appropriate. The firm provides additional wealth management services, including financial planning, tax planning, and insurance analysis. TFO's fee structure is negotiable and typically charged as a percentage of assets under management, with fees ranging up to 1.25%. The firm may also charge fixed fees for certain services. TFO does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the responsibility for receiving and voting proxies for their securities. TFO does not have any financial commitments that impair its ability to meet its obligations to clients.

Dynamic Wealth Advisors is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,145,758,900 of assets under management and employs about 120 people. Dynamic Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and asset-based and flat fees for model portfolio adviser services.

Ashton Thomas Private Wealth is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $1,998,099,143 of assets under management and employs about 48 people. Ashton Thomas Private Wealth uses a fee structure of a percentage of assets under your management and hourly charges.