Champion Advisors LLC

Pivot Point Advisors was formed in 2004 by Marc Schindler, a seasoned specialist in financial planning and Martin Gremm, a tested portfolio manager, to offer objective and rational investment management to individuals and institutions. Individuals, institutions, and professional investors too often rely on their intuition to make investment decisions. While a select few are very successful with this approach, in most cases those who adhere to a more disciplined approach achieve better long-term investment performance. Based on this observation, Pivot Point Advisors emphasizes rational, data-driven decision-making in all investment portfolios. This ensures that investment decisions are based on measurable facts rather than the latest news story, investor mood, or other typically fleeting influences. We take the same approach in our financial planning practice. Historically, investment performance has been more bumpy than most mathematical models predict. A good estimate of the size of these bumps is especially important for assessing whether a client has saved enough to retire. Most commercial financial planning tools do not fully take these risks into account, so we developed our own that does. This helps us provide an objective assessment of client's finances. We do not recommend any commission-paying financial instruments such as insurance policies, annuities, and certain mutual funds. Commissions could skew our recommendations towards products with higher commission rates. To avoid this conflict of interest, our only compensation comes from the clients. We are a 'fee-only' practice.

EnCap Investments, based in Houston, Texas, is a leading provider of growth capital to independent energy companies, focusing on the upstream, midstream, and energy transition sectors. With a track record spanning over 34 years, the firm emphasizes disciplined investment strategies, strong management teams, and a commitment to environmental, social, and governance principles. The company has successfully raised $47 billion in capital commitments across various funds, supporting more than 275 teams in the energy industry. EnCap's approach combines experienced investment professionals with a focus on building lasting relationships and creating value while adapting to the evolving energy landscape. Generated from the website

The Practice Advisory Group is a consulting firm enhancing practice operations and transitions for medical and dental practices. Based in Houston, Texas, it is a practice management firm rendering services, such as staffing, payroll, billing, accounts receivable management, financial reporting, cash flow management and accounts payable processing. In addition, The Practice Advisory Group offers physician and dentist recruitment, practice transitions, information systems applications, satellite office development, surgery center development and insurance contracts analysis and negotiations.