Southwest Securities Inc

Established in 1959, Reed Conner & Birdwell offers investment advisory services to individuals and institutional clients. The firm is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Reed Conner & Birdwell identifies potential opportunities through the use of systematic screening tools, as well as qualitative industry research. The firm utilizes a range of tools to identify underlying value and associated risks. Reed Conner & Birdwell s products include large-, small- and all-cap and balanced portfolios. Its all-cap stock is suitable for tax-sensitive investors. Reed Conner & Birdwell also utilizes a variety of government agency bonds.

Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy. Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation.