Howard, William B Jr CFP

Southeastern Asset Management, investment adviser to the Longleaf Partners Funds, is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. It was founded in 1975 and is an independent, employee owned company. The investment advisory firm includes eight portfolio managers/analysts whose business is to align its interests with those of shareholders and prevent conflicts of interest. Its Code of Ethics requires all employees to limit their investments in equities to Longleaf Partners Funds, unless granted clearance by a compliance committee. The Independent Trustees of the Funds must obtain clearance before making personal securities investments to avoid conflicts of interest, and must invest in the Longleaf Funds an amount at least equal to their Trustees' fees. The employees and affiliates of Southeastern are collectively the largest owners across the three Longleaf Funds.

Independent. Reliable. Consistent. Client-focused. Experience you can trust. Reliant Investment Management is an independent investment advisor in Memphis, Tennesse that provides customized portfolio management and comprehensive financial planning based on personal relationships with each client. Our financial advisors work both with individuals, businesses, and government facilities to assist with their financial planning and wealth management. We evaluate every element of the investment process for the benefit of our clients, continually working to minimize taxes, control management and custody costs, and obtain excellent trade executions. Call our Memphis investment company to learn more about our financial services!

Mercer Capital is a full-service business valuation and financial advisory firm based in Memphis, Tennessee, with additional offices in Texas and Florida. They offer a comprehensive range of services, including corporate valuation, financial institution valuation, M&A advisory, and expert testimony consulting. With a focus on various industries such as financial institutions, healthcare, and technology, Mercer Capital also specializes in gift and estate tax valuation, fairness opinions, and Employee Stock Ownership Plan (ESOP) services. Their team of experienced professionals is dedicated to delivering tailored financial solutions to meet the diverse needs of their clients. Generated from the website