Riverbend Asset Management VII LLC

Pickering Energy Partners is an energy-focused financial services company that provides investment and consultancy services. The company was founded in 2019 by Dan Pickering.

Relationships in Real Estate - Established in 1969, Moody Rambin specializes in providing project leasing, tenant representation, disposition, development, consulting, and management services to owners and tenants throughout the Texas region and the United States. As Houston's largest locally owned, full-service commercial real estate brokerage and management firm, we believe that business is built on relationships. That's why honesty and integrity are at the heart of everything we do. Personalized Service Professionals - With more than 100 team members, we are large enough to satisfy the most demanding of our large institutional clients, yet small enough to deliver personalized service from our principals. Our team is seasoned, connected and well informed with specialized expertise in office services, retail, industrial, development, investment services and land. We leverage our collective expertise to create value and provide clients with keen market insight.

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.