First Water Financial

Sizemore Capital Management is a Registered Investment Adviser based in Dallas, Texas, specializing in providing customized portfolio management and wealth advisory services to high net worth individuals, family offices, and institutional investors. With a focus on absolute-return strategies and low correlations to traditional equity markets, the firm aims to preserve and grow clients' wealth through its expertise in traditional money management and liquid alternative strategies. Founded in 2008, Sizemore Capital Management is committed to delivering tailored investment solutions and full-service wealth management to its discerning clientele. As a trusted partner, the firm prioritizes the unique needs and goals of each client, offering a range of private funds and comprehensive advisory services to help navigate the complexities of the financial landscape.Generated from the website

BP Capital, based in Dallas, TX, is a renowned investment firm with a strong focus on the energy sector. Led by the late Boone Pickens, the company boasts extensive experience and unparalleled insights into the energy value chain, making it a trusted name in the industry. Offering actively managed strategies, BP Capital provides concentrated portfolios of companies across the full spectrum of the energy sector, as well as midstream energy companies. These strategies are accessible through the Hennessy BP Mutual Funds, allowing investors to benefit from BP Capital's expertise in energy transition and midstream investments.Generated from the website

Caviness Wealth Management is an independent financial wealth management firm based in Dallas, TX, dedicated to providing personalized strategies for clients' financial security and success. With a focus on building trust and educating clients every step of the way, they offer a range of services tailored to individual needs and goals. Specializing in comprehensive wealth management strategies, Caviness Wealth Management helps clients plan for the future, manage investments, navigate business services, and protect against risks. Their mission is to assist clients in pursuing financial success throughout their lifetime, offering transparent fee structures and personalized approaches to financial planning.Generated from the website