Lovell Minnick Partners

Americana Partners is an independent wealth advisory firm based in Houston, Texas, established in 2019. The company specializes in providing tailored financial planning and investment management services to a select group of families and individuals, including patriarchs, matriarchs, executives, business owners, and entrepreneurs. Americana Partners focuses on helping clients simplify the management of their substantial wealth while prioritizing capital preservation and alternative investment strategies. The firm fosters strategic connectivity among its clients, facilitating introductions within their personal and professional networks. This approach creates unique investment opportunities, such as private placements and direct deals, allowing clients to co-invest with peers who share similar lifestyle and legacy goals. As a Registered Investment Adviser, Americana Partners is committed to serving the specific needs of its clientele.

London & Capital is a specialist wealth and asset management firm founded in 1986 by Daniel Freedman and Richard Leigh, who sought to offer a more personalized approach to individual investors. Unaffiliated with any large financial institutions, the company prioritizes the unique needs and goals of its clients, focusing on wealth preservation through prudent investment strategies. By taking the time to understand each client's aspirations, London & Capital provides tailored advice and investment options, ensuring that clients receive dedicated service from specialists in various financial areas. The firm intentionally limits its client base to foster strong, personalized partnerships, allowing for a deeper understanding of each client's complex financial requirements beyond mere monetary considerations. Through careful financial planning and clear reporting, London & Capital helps clients navigate their investment journeys while aiming for both preservation and growth of their assets.

Pathstone Federal Street offers asset management, financial planning, property management, estate planning, financial reporting and risk management services, helping clients create, manage and preserve wealth.

Tortoise is a leader in essential assets and income investing. Through its registered advisers, Tortoise provides investors access to differentiated active and passive investment solutions and market insights and had $20.2 billion assets under advisement as of September 30, 2017 .

CenterSquare Investment Management is a real asset investment management firm that specializes in both listed and private equity real estate, as well as listed infrastructure investments. As a subsidiary of BNY Mellon, the company operates with a commitment to aligning its interests with those of its clients, partners, and employees. Headquartered in suburban Philadelphia, CenterSquare also has regional offices in Los Angeles and international presence in London and Singapore. The firm actively manages investments for institutional investors and high net worth individuals across global markets, focusing on enhancing the performance and resilience of their investment portfolios through strategic, research-driven approaches.

Trea Asset Management is an independent asset management firm based in Barcelona and Madrid, focusing on both traditional and alternative investment strategies for institutional clients. The company is registered with the CNMV, the Spanish financial regulator, and holds a European Passport, allowing it to manage a range of funds, including UCITS, SICAVs, unit-linked products, and alternative investments across Spain, Ireland, and Luxembourg. By providing customized asset management services, Trea aims to enhance investment returns and client satisfaction, positioning itself as a provider of innovative financial products tailored to meet the specific needs of its clients.

Trea Asset Management is an independent asset management firm based in Barcelona and Madrid, focusing on both traditional and alternative investment strategies for institutional clients. The company is registered with the CNMV, the Spanish financial regulator, and holds a European Passport, allowing it to manage a range of funds, including UCITS, SICAVs, unit-linked products, and alternative investments across Spain, Ireland, and Luxembourg. By providing customized asset management services, Trea aims to enhance investment returns and client satisfaction, positioning itself as a provider of innovative financial products tailored to meet the specific needs of its clients.

Kanaly Trust Company is a privately owned investment management firm based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily to high net worth individuals, estates, and families. It manages and advises over $2 billion in assets, focusing on client-centered equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and planning financial affairs, guided by an experienced executive management team.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

361 Capital LLC is a boutique alternative asset management firm based in Denver, Colorado, specializing in the management of hedge funds and alternative investment portfolios for high net worth individuals, investment companies, and charitable organizations. Founded in 2001, the firm creates and manages a range of investment products, including equity and balanced mutual funds, with a focus on strategies such as multi-strategy, market neutral, long-short equity, and managed futures. 361 Capital employs a combination of fundamental, quantitative, and behavioral analysis in its investment approach, targeting small-cap, mid-cap, and large-cap stocks, as well as fixed income and alternative investments. The firm enhances its research capabilities through a strategic partnership with Lighthouse Partners, aiming to deliver innovative investment solutions that address the unique needs of its clients. By providing strategic insights and personalized service, 361 Capital helps investors navigate an increasingly complex market landscape. As of April 2021, 361 Capital operates as a subsidiary of Hamilton Lane Incorporated.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.

Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.

ClariVest Asset Management LLC is an asset management firm majority-owned by its employees. They market their investment services to institutional clients, including corporate and public pension plans, foundations, endowments, and Taft-Hartley clients worldwide. Their company is founded on the idea that clarity in the investment process is critical to maintaining strong performance and client relationships. They believe that success is dependent upon several factors, the most important of which is a disciplined investment strategy with a talented, experienced team of people to execute it.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

Berkeley Capital Management LLC (“Berkeley”) is a California-based registered investment advisor managing over $1.2 billion in assets for both institutional and individual investors. Berkeley currently employs 17 full time employees, six based in San Francisco and eleven based in Los Angeles.

Atlantic Asset Management LLC is a registered investment advisor based in Stamford, Connecticut, overseeing approximately $4.4 billion in assets. Founded in 1992, the firm specializes in core and specialized fixed income strategies, catering primarily to a diverse range of U.S. institutional clients. These clients include public and private pension funds, labor unions, foundations, endowments, and corporations. Atlantic provides comprehensive investment advisory services, which encompass fund risk management, high yield bond management, and various investment strategies. The firm is recognized as one of the larger independent U.S. asset management companies, focusing on fixed income, asset allocation, and alternative investment strategies.

AssetMark is a provider of comprehensive wealth management and technology solutions tailored for independent financial advisers and their clients. The company delivers an end-to-end experience that encompasses nearly all aspects of an adviser's engagement with clients, from initial consultations to ongoing financial planning discussions. This includes performance reporting and billing services. Additionally, AssetMark's platform equips advisers with tools and capabilities to efficiently manage their daily business activities, allowing them to focus more on meaningful interactions with investors. Through its offerings, AssetMark seeks to enhance the effectiveness and efficiency of financial advisers in delivering personalized wealth management services.