Caupolican Investments

Salem Investment Partners is an investment firm based in Greensboro, NC, with over $500 million in assets under management. Specializing in debt and equity investments in privately-held, lower middle market businesses, their experienced team has completed over 150 investment transactions across various sectors and business cycles. With a focus on the Southeast, Mid-Atlantic, and Midwest regions of the US, Salem Investment Partners provides flexible and low-cost capital to emerging and middle market companies. Their collaborative and pragmatic approach, along with deep partner involvement, allows them to help portfolio companies accelerate growth, resolve challenges, and maximize value.Generated from the website

Arbor Investment Advisors is an independent, privately-owned investment management firm based in Winston Salem, NC, founded in 1998. The firm specializes in providing tailored solutions for high-net-worth individuals, foundations, and retirement plan trustees, emphasizing a strong commitment to service and trust. With a team of experienced and credentialed professionals, Arbor prioritizes personalized service and collaboration to meet each client's unique needs. The leadership includes seasoned advisors such as Scott E. Cawood, Scott D. Jones, and Erika L. Mielke, all dedicated to fostering strong client relationships and achieving financial goals. Generated from the website

Darda Financial is a comprehensive fee-based wealth management and accounting services firm with locations in Lithonia, GA and Winston-Salem, NC. They offer a range of services including investment management, financial planning, accountancy, and insurance, with a focus on helping clients achieve their goals. With a common-sense approach, Darda Financial aims to develop successful strategies that deliver long-term returns equal to or greater than what is needed to achieve clients' goals, taking into account their risk tolerance. Their philosophy centers around viewing money as a tool that provides options, and they strive to help clients accumulate wealth to benefit themselves, their families, and their communities.Generated from the website