Tangency Portfolio Management

Mount Vernon Investments is a Dallas-based firm specializing in real estate investment management. The company focuses on enhancing value through strategic investments across various properties and markets. With a commitment to delivering consistent results, Mount Vernon emphasizes a thorough understanding of market dynamics and a disciplined investment approach. Their expertise in real estate allows them to navigate complex transactions and create opportunities for growth. Generated from the website

Energy Spectrum Capital, based in Dallas, TX, is a value-add investment firm specializing in energy infrastructure opportunities across North America for nearly three decades. With a focus on throughput infrastructure, the firm has a track record of investing in growth-oriented companies led by experienced management teams to generate attractive risk-adjusted returns for investors. Specializing in midstream businesses, infrastructure services, and energy transition assets, Energy Spectrum Capital has a diversified investment portfolio aimed at facilitating the delivery of energy and supporting a shift towards a lower carbon future. With a team of principals boasting an average of 30 years in the energy infrastructure sector, the firm offers strategic insight and a collaborative approach to advising management teams throughout the investment lifecycle. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy