Arcline Investment Management Lp is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $10,041,415,942 of assets under management and employs about 46 people. Arcline Investment Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Gerber/Taylor Management LLC, established in 1990, is a registered investment adviser specializing in investment management and advisory services for privately offered investment vehicles and separate accounts. The firm offers a range of Funds investing in various asset classes, including a Multi-Strategy Fund, Global Hedged Equity Fund, and Private Equity Funds. Clients typically include high-net-worth individuals, partnerships, trusts, foundations, endowments, corporations, and pension funds. GT provides investment consulting services to Separate Accounts, focusing on non-discretionary customized strategies. The firm manages over $10 billion in regulatory assets under management, with a fee structure varying by Fund, including management fees ranging from 0.30% to 1% of net assets and performance-based fees up to 1% of net new profits annually. GT acts as a fiduciary, with a Code of Ethics in place to ensure ethical conduct and fair treatment of Clients. The firm does not compensate for client referrals and has procedures in place for error correction, custody, and proxy voting. GT's financial stability is supported by a strategic partnership with Emigrant Partners, LLC.

First Horizon Advisors, Inc., formerly known as FTB Advisors, Inc., offers a range of investment management services, including Managed Account Solutions Program, Corporate Retirement Plan Services, Other Investment Advisory Services, and Financial Planning. The firm was established in 2007 as a subsidiary of First Tennessee Bank National Association, now known as First Horizon Bank, which is a wholly owned subsidiary of First Horizon Corporation. The firm manages over $8.5 billion in assets on a discretionary basis and over $2.7 billion on a non-discretionary basis as of December 31, 2022. For investment management, the firm follows an independent and objective needs-based advice philosophy, diversifying investments across asset classes, regions, and styles. They offer various account options under the Managed Account Solutions Program and provide Corporate Retirement Plan Services tailored to pension and savings plans. Financial Planning services are also available, with Certified Financial Planners providing comprehensive planning steps. Clients interested in Other Investment Advisory Services must have a minimum account value of $100,000. Fees for advisory services are negotiable and may be fixed or based on the market value of the account assets. The firm discloses compensation structures, including incentive programs and bonuses for employees. First Horizon Advisors, Inc. is a registered investment adviser with the SEC and provides detailed information on services, fees, compensation, investment strategies, and risk factors in their brochure.

B. Riley Wealth Advisors, established in Memphis, TN, offers a Wrap Fee Program providing investment advice, brokerage, and custodial services. Clients pay a combined fee based on assets held within their account, with fees negotiated case-by-case. The firm acts as a Portfolio Manager, utilizing Envestnet for administrative services and trading. Clients can select from various Custodians with maximum annual fees ranging from 2.75% to 2.00%. The program allows for discretionary or non-discretionary management, with fees not exceeding 2.75%. Additional Wrap Fee Programs include SMA, UMA, and FSP programs. The firm discloses conflicts of interest, account requirements starting at $25,000, and serves various client types. Investment recommendations are based on individual objectives and risk tolerance. The firm conducts annual account reviews and provides reports to clients. Disciplinary actions include past violations related to 12b-1 fees. The firm is affiliated with B. Riley Wealth Management, Inc., and receives compensation from Clearing Firms. Clients should be aware of potential conflicts of interest and additional fees associated with the program. The firm maintains a Code of Ethics and discloses financial information for transparency.

InterOcean Capital Group, LLC is a financial advisor firm based in Nashville, TN, established as a wholly-owned indirect subsidiary of Focus Financial Partners, LLC. The firm primarily offers wealth management and portfolio management services to high net worth individuals, trusts, charitable organizations, and other clients. They provide customized investment strategies, including large capitalization equity portfolios, equity income strategies, equity hedge strategies, global ETF portfolios, and tactical diversifying portfolios. Clients can engage the firm on a discretionary or nondiscretionary basis, with the ability to impose reasonable restrictions on investment decisions. InterOcean Capital Group, LLC charges management fees ranging from 0.05% to 1.25% of assets per annum, with fees calculated gross of margin. The firm may also receive compensation from third-party referrals and conference sponsorships. The firm has a Proxy Voting Policy in place to address fiduciary duties related to voting client securities. InterOcean Capital Group, LLC maintains custody of client funds through qualified custodians and has established procedures to ensure the protection of client assets. Clients receive regular account reviews, reporting, and access to customized financial planning services. For more information on how InterOcean Capital Group, LLC handles personal information and privacy, clients can refer to the firm's Privacy Notice. Clients have the right to limit sharing of personal information for certain purposes as outlined in the notice.

B Riley Wealth Management is a financial advisory firm based in Memphis, Tennessee. It currently has approximately $3,190,396,398 of assets under management and employs about 250 people. B Riley Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Highland Capital Management, LLC is an established investment advisory firm specializing in managing equity and fixed income portfolios for various clients, including individuals, high net worth individuals, charitable organizations, and more. The firm, formed in 1987, currently has discretionary assets totaling $3.1 billion as of 12/31/2022. Highland Capital tailors its advisory services to individual client needs, considering factors like risk tolerance and liquidity requirements. The firm's fee structure is based on the market value of client assets under management and is subject to negotiation. Highland Capital offers various investment strategies, including Fundamental Value, Large Cap Value, Multi-Cap Equity, Large Cap Growth, International Equity, and Fixed Income strategies. The firm employs a quantitative investment approach and focuses on value and growth investing. Highland Capital participates in the Perfectna Echo-Trading Platform, allowing consumers to subscribe and mimic the firm's proprietary model portfolios. The firm has a Code of Ethics in place to ensure fair trading practices and client protection. Highland Capital does not have custody of client funds and assets, and all client assets are held by qualified custodians. The firm has no disciplinary events to disclose and maintains proxy voting policies to vote in the best interests of clients. For more information, clients can contact Highland Capital Management at 901-761-9500 or [email protected].

Pointer Management, LLC, established in 2002, specializes in providing discretionary investment advisory services to private investment funds through a fund-of-funds structure. The firm aims to achieve capital appreciation by allocating assets to long/short equity-based portfolio managers, with additional investments in credit markets, commodities, and private equity. Pointer emphasizes diversification by selecting 15-25 portfolio managers and employing hedging strategies to mitigate risks. The firm manages approximately $2.2 billion in client assets on a discretionary basis as of December 31, 2024. Clients are charged a 1% management fee based on net assets under management, with potential performance-based fees. Pointer does not participate in wrap fee programs and does not offer customized services for individual clients. The firm's investment strategies involve various types of securities, including common stock, options, and non-U.S. securities, with a focus on risk management and achieving a balanced risk-return profile. Clients are primarily private investment funds with a minimum investment requirement of $1,000,000 for qualified investors. Pointer operates as a fiduciary and has no material disciplinary events. The firm's investment discretion allows it to make decisions aligned with client objectives and guidelines. Pointer has adopted proxy voting policies and procedures to vote in the best interests of clients.

Aj Capital Management LLC is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $2,349,344,249 of assets under management and employs about 135 people. Aj Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.