Whitetail Rock Capital Management, LLC (WRCM) is a SEC-registered investment adviser founded in 2011, with total assets under management of $3.104 billion as of December 31, 2024. The firm specializes in asset management for large institutional investors, corporations, high net worth individuals, and private funds. WRCM offers personalized asset management based on individual client needs, with a focus on asset-backed securities, particularly those backed by student loans. The firm's investment strategy includes long-term purchases, short-term purchases, and trading, with a value-oriented approach. WRCM charges annual fees ranging from 0.05% to 0.50% of assets under management, with additional fees for asset-backed security management. The firm may also charge performance-based fees in accordance with regulations. Clients must have a minimum account size of $1,000,000, which may be waived under certain circumstances. WRCM acts as a fiduciary, putting clients' interests first, and does not engage in soft-dollar arrangements or accept referral fees. Clients have the option to grant discretionary authority for asset management, and WRCM votes proxies in the best interests of clients. The firm maintains strict ethical standards, including a Code of Ethics and policies to manage conflicts of interest arising from affiliate relationships. Whitetail Rock Capital Management does not require prepayment of fees and has no financial conditions that would impair its ability to meet obligations.

Pittenger & Anderson, Inc. is a registered investment advisor with the SEC, established in 1995, offering investment management services and financial planning. The firm operates under a fee-only business model, providing unbiased advice and managing investment portfolios with a core and satellite structure. Clients' accounts are structured using large-cap stocks and passive funds for the core, and more esoteric assets for the satellite holdings. The firm offers various advisory services, including individual portfolio management, mutual fund and ETF portfolio management, and managing qualified plans. Clients can expect a transparent fee structure based on assets under management, with tiered fee schedules. The firm's investment philosophy prioritizes client goals and risk tolerance, focusing on managing for client results first and performance second. Pittenger & Anderson, Inc. acts as a fiduciary, obligated to act in clients' best interests at all times. The firm does not charge performance-based fees, offers no side-by-side management, and has no disciplinary events to disclose. Clients' assets are held at Charles Schwab, with whom the firm has a custodial relationship. Pittenger & Anderson, Inc. provides regular performance reviews, financial planning services, and upholds a strict Code of Ethics to ensure client interests are paramount. The firm's privacy policy emphasizes safeguarding client information and maintaining confidentiality.

Lincoln Capital, LLC, established in 2005 and registered as an investment adviser since 2013, offers comprehensive portfolio management, financial planning, and referrals to third-party money managers. Clients receive personalized investment approaches, including individual stock and bond portfolios, ETFs, and mutual funds. The firm conducts regular reviews and rebalances accounts based on client financial situations, objectives, and risk tolerance. Investment advisers provide ongoing advice and actively monitor accounts, making recommendations for buying, selling, or holding investments. Clients have the option to impose restrictions on account management. Lincoln Capital does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm charges fees based on a percentage of assets under management, with rates negotiable and billed quarterly. Additionally, the firm does not receive compensation for client referrals and does not accept soft dollar benefits. Clients are encouraged to review account statements from the qualified custodian and compare them with reports from Lincoln Capital. The firm does not vote on client securities and does not provide financial information in the brochure.

Bellwether Advisors, LLC, operating as Bellwether Wealth, is a Lincoln-based financial advisory firm established in November 2019 and registered with the SEC since January 2019. The firm specializes in providing investment advice to various entities, including individuals, retirement plans, trusts, and corporations. Bellwether Wealth acts as a fiduciary, always prioritizing clients' best interests. Their services include investment management, financial planning, retirement planning, estate planning, and tax planning. For investment management, the firm offers personalized services based on clients' goals, risk tolerance, and time horizon. They use a discretionary approach, allowing them to make investment decisions without prior client approval. Bellwether employs a diversified investment strategy, utilizing active and passive approaches to achieve excess returns. They may also recommend third-party asset managers for clients' portfolios. Regarding fees, Bellwether Wealth operates on a fee-based model, charging fees based on a percentage of assets under management. The firm's fee schedule is tiered based on the amount of assets managed. Clients can choose to pay fees directly from their accounts or by check. The minimum account size is negotiable, and additional fixed fees may apply for smaller accounts. The firm does not charge performance-based fees or engage in side-by-side management. Bellwether Wealth follows a comprehensive Privacy Policy and Program for Protecting Client Information to ensure the security and confidentiality of client data in compliance with Regulation S-P. The firm provides annual privacy notices to clients, offers an opt-out option for information disclosure, and maintains a document destruction policy. The Chief Compliance Officer oversees the implementation of the Privacy Policy and Program, ensuring adherence to privacy regulations and safeguarding client information.

R2 Wealth Management Partners is a financial advisory firm based in Lincoln, Nebraska. It currently has approximately $265,932,235 of assets under management and employs about 8 people. R2 Wealth Management Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.