The Peterson Yoder Group - UBS Financial Services Inc.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Harbert Management Corporation (HMC) is an investment management firm based in Birmingham, Alabama, with a focus on alternative assets and approximately $7.8 billion in regulatory assets under management as of March 31, 2024. Founded in 1993, HMC serves a diverse client base across multiple asset classes, including foundations, endowments, pension funds, financial institutions, and high net worth individuals. As disciplined opportunistic investors, HMC invests alongside its clients on equal terms and conditions, aiming to consistently deliver alpha across the risk spectrum. The firm aspires to be a trusted integrated alternative asset manager that attracts, develops, and retains high-quality talent while maintaining a commitment to excellence in investment strategies and client service. Generated from the website

When it comes to your financial future, there is nothing like knowing you have the support of a firm with powerful resources and international reach -except knowing you are getting robust support with the insight and experience of a trusted team.