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.

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].

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.

Galvin, Gaustad & Stein, LLC (GGS) is a registered investment adviser based in Scottsdale, Arizona, established in 2010. The firm offers financial planning, pension consulting, and investment management services. GGS is owned by intermediate subsidiaries and managed by Mark P. Stein, Stephen R. Galvin, and Stephen L. Gaustad. As of December 31, 2024, GGS had $1.22 billion of assets under management, with both discretionary and non-discretionary management options available. Clients have discretion over all decisions and are not obligated to act on recommendations. GGS primarily uses fundamental analysis for security selection and offers a range of financial planning services. The firm charges fees based on assets under management, with a minimum portfolio size requirement of $500,000. GGS may recommend the use of Independent Managers and participates in the Fidelity Wealth Advisor Solutions® Program. Clients receive regular account reviews and statements directly from custodians. GGS does not vote client securities and has not been involved in any material legal or disciplinary events. The firm does not have custody over client assets beyond fee payment authorization. GGS does not disclose financial information as it does not solicit prepayment exceeding $1,200 or have financial conditions impairing client commitments.

Trajan Wealth, L.L.C., a registered investment adviser established in 2010, offers tailored investment advice to individuals, including financial planning, retirement planning, and estate planning services. The firm primarily provides asset management services through managed accounts, offering investment strategies based on client objectives and risk tolerances. Trajan Wealth charges fees based on a percentage of assets under management, typically ranging from 1.75% to 2.00%. Clients may impose restrictions on investments, and the firm exercises discretionary authority for trading in managed accounts. The firm does not participate in wrap fee programs and had over $1.9 billion in discretionary assets under management as of December 31, 2024. Trajan Wealth may receive performance-based fees for certain investments, subject to SEC regulations. The firm has a Code of Ethics to ensure fair conduct and manages conflicts of interest related to external compensation and client referrals. Clients receive account statements at least quarterly from the custodian holding their funds and securities. Trajan Wealth does not vote proxies on client securities and refrains from voting if the cost exceeds the expected benefit. The firm does not have financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.

Verus Capital Partners, LLC is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $948,186,511 of assets under management and employs about 47 people. Verus Capital Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

TMD Wealth Management LLC, established in Scottsdale, AZ, offers wealth management and investment services, including discretionary and non-discretionary management. Clients can invest in mutual funds, ETFs, individual securities, and alternative investments. TMD is part of Focus Financial Partners, LLC, indirectly owned by CD&R and Stone Point. The firm may recommend unaffiliated third-party financial solutions through UPTIQ. Minimum investment is $750,000, with fees based on assets under management. TMD acts as a fiduciary under ERISA and IRC, with a duty to act in clients' best interests. The firm does not accept performance-based fees or engage in side-by-side management. TMD's investment strategies include hedging, private placements, and digital assets. The firm reviews client accounts periodically and encourages annual client meetings. TMD does not vote proxies or participate in legal proceedings for client investments. The firm has no disciplinary history and maintains financial stability. TMD does not vote proxies or participate in legal proceedings for client investments. The firm has no disciplinary history and maintains financial stability.

Capital Insight Partners, LLC, established in August 2008, offers financial planning, consulting, and retirement plan advisory services to various clients, including individuals, families, pension plans, trusts, and corporations. The firm charges advisory fees for its services, which do not include transaction commissions. They provide financial planning services covering areas such as personal finance, tax planning, retirement planning, investments, education funding, insurance, estate planning, and business planning. Clients have the discretion to implement the recommendations provided in the financial plan. The firm also offers consulting services on specific financial matters and a wrap fee investment management program. For retirement plan consulting, Capital Insight offers both non-discretionary and discretionary investment advisory services. The firm uses technical and fundamental analysis in managing assets and employs various investment strategies, including long-term purchasing, short-term purchasing, and trading. Clients are informed about the risks involved in investing, such as interest-rate risk, market risk, and inflation risk. Capital Insight does not have any disciplinary disclosures and acts as a fiduciary for certain accounts. The firm's fee structure includes flat fees, hourly fees, and percentage-based fees, with fees being negotiable. Clients have the option to select their own broker-dealers, custodians, and insurance providers. Capital Insight does not have custody of client assets, except in specific circumstances. The firm may vote proxies for certain accounts and follows specific guidelines to ensure proxies are voted in the best interests of clients. Clients can request additional information on the firm's proxy voting policies and procedures. Capital Insight does not require prepayment of fees exceeding $500 per client, six months in advance, and has not been subject to a bankruptcy petition.

Standpoint Asset Management, LLC is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $568,411,790 of assets under management and employs about 6 people. Standpoint Asset Management, LLC uses a fee structure of and a percentage of assets under your management.