Gavin R Hill Fund

Talon Wealth Management is a financial advisory firm based in Naples, FL, specializing in providing personalized wealth management services to individuals and families. With a focus on strategic financial planning and investment management, Talon Wealth Management aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

RGM Capital LLC, established in 2003, is a Naples, FL-based investment firm that adopts a value-oriented approach to secular growth companies, focusing primarily on publicly traded equities. The firm manages a concentrated portfolio of approximately 20 high-quality businesses known for their solid balance sheets, recurring revenue, and resilient cash flows. With an investment holding period of at least three to five years, RGM Capital employs a private equity-like and active mindset, ensuring a thorough commitment to the growth and development of its selected investments. This strategy reflects their dedication to high-conviction, long-term active value investing. Generated from the website

Capital Wealth Planning, LLC is an SEC registered investment adviser based in Naples, FL. They offer a range of services including managed portfolios, dividend paying stocks, income portfolios, covered calls, and cash secured puts. Their expertise lies in providing discretionary investment advisory portfolio management services to individuals and institutional investors, either directly or through wire houses via wrap platforms. With a focus on delivering personalized investment solutions, Capital Wealth Planning aims to help clients achieve their financial goals. They take into account factors such as underlying investments, dividend yield, option market liquidity, interest rate levels, and client risk tolerance to create tailored strategies. While past performance is not indicative of future returns, their team of professionals work diligently to provide sound investment advice and manage risk effectively.Generated from the website