Verger Capital Management is a financial advisory firm based in Winston-salem, North Carolina. It currently has approximately $2,340,458,508 of assets under management and employs about 15 people. Verger Capital Management uses a fee structure of and a percentage of assets under your management.

Westhampton Capital, LLC, established in 1998, is an investment advisory firm based in Winston-Salem, North Carolina. The firm specializes in providing portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. With a focus on developing a financial outline and investment objectives tailored to each client's financial circumstances and goals, Westhampton Capital manages portfolios on a discretionary basis, allowing for the authority to supervise and direct investments without prior client consultation. The firm also offers retirement plan advisory services, acting as a fiduciary under ERISA rules when providing non-discretionary investment advice to plan fiduciaries. For portfolio management services, Westhampton Capital charges a negotiable annual fee of up to 1.5% based on assets under management, with a minimum portfolio value of $250,000. The firm may negotiate special fee arrangements based on circumstances. Westhampton Capital does not have performance-based fee arrangements and does not engage in side-by-side management. The firm serves as a fiduciary, acting in the best interests of clients. Clients have the option to direct brokerage, with National Financial Services, LLC, recommended as the custodian. Westhampton Capital does not vote proxies for client securities and does not have any disciplinary events to report. The firm's investment philosophy is based on a disciplined, systematic approach to value investing, seeking long-term value for clients.

Twin City Private Wealth, LLC is a financial advisor firm based in North Carolina, established in June 2021. The firm specializes in providing discretionary portfolio management and financial planning services to individuals, high net worth individuals, corporations, foundations, retirement and pension plan participants, and other entities. Clients undergo a thorough initial consultation to determine their financial profile and investment objectives, which are used to create a customized investment plan. The firm may use common stocks, ETFs, mutual funds, fixed income securities, and structured products in their investment strategies. Clients' portfolios are managed on a discretionary basis, with the firm having the authority to supervise and direct the portfolio without prior consultation. However, clients can impose restrictions on their portfolios if desired. The firm may also utilize sub-advisers to manage client assets based on the client's investment objectives. As of December 31, 2024, Twin City Private Wealth managed approximately $129,895,184 in assets under management. Fees for portfolio management are individually negotiated with each client and are based on a percentage of assets under management, generally subject to a maximum fee of 1.50%. Financial planning services are typically included in the portfolio management fees. The firm does not have performance-based fee arrangements or side-by-side management. Twin City Private Wealth does not vote proxies related to client securities and does not require prepayment of fees exceeding $1,200 per client six months in advance. Clients can contact the firm for additional information or to request the full Form ADV.