First Charter Investment

Sierra Lending Group, LLC is an independent mortgage conduit based in Houston, Texas. With a focus on serving high-net-worth foreign nationals, the company offers a comprehensive range of Alt A and Foreign National mortgage banking products and services. Known for their conservative underwriting standards and ability to adapt to market changes, Sierra Lending Group has established a major niche in the mortgage lending industry. The company's experienced management team, rapid underwriting decision process, and extensive network of real estate agents and mortgage originators enable them to efficiently execute their business compared to competitors. With a mission to deliver the highest standard of customer service, value, and trust, Sierra Lending Group is dedicated to meeting the mortgage needs of their clients in Texas.Generated from the website

American Portfolios Houston is a trusted financial services provider offering expert investment advice and guidance. With Director Michael Stewart's extensive 40 years of experience, clients can rely on American Portfolios Houston to help them make informed decisions for their financial future. Generated from their website's infomation

Branson, Fowlkes & Company, Inc., (“BFCO”) was founded in 1990. BFCO is an SEC Registered Investment Advisor and provides personalized investment advisory services to affluent, high net worth, and ultra high net worth individuals and families. In many cases BFCO also provides services to pension and profit-sharing plans, trusts, estates, charitable organizations and small to medium sized businesses. As of December 31st, 2019 BFCO, manages approximately $ 295,324,431 in assets for approximately 158 clients. Approximately $ 256,758,665 is managed on a discretionary basis, and $ 38,565,766 is managed on a non-discretionary basis.