Hodges Capital is an investment advisory firm managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to five mutual funds. Hodges Capital was founded in Dallas Texas in 1989 by Don and Craig Hodges. The Hodges Family has been involved in assisting clients with their investment needs for over 25 years.
Founded in New York in 2000, Matrix is a fintech service bureau offering a suite of products and services for institutional fixed income trading. We work hands-on with our clients to identify an optimal service mix, from simple position management to high volume settlements. We leverage our extensive technical experience, a deep network across the finance industry and a team of ops, regulatory and legal gurus to deliver bespoke managed services for big-name firms worldwide.
Established in 2001, South Street Securities is a FINRA-regulated broker/dealer that concentrates on Repo Cash Investment and Repo Security Financing Services. We are a Tier 1 member of Fixed Income Clearing Corp (FICC) with full Repo netting rights. South Street Securities is the only broker-dealer with a Tier 1 FICC membership that focuses on repo financing and repo cash investment.
True North, an initiative launched by Semper Capital Management, L.P. and CAVU Securities, LLC with the understanding that value is derived just as much from giving back as it is from making a profit, is a corporate mandate to make a positive contribution to the veteran community and in doing so, help inspire our peers to prioritize making investments in their communities.
Sutter employs a comprehensive and consultative approach to Wealth Management. We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan for you to follow in pursuit of your goals in hopes that you can live life the way you want to live.
Since 2003, Virtus has defined the leading edge of alternative property investment and cycle-resilient real estate strategies.
Virtus focuses exclusively on niche property types such as Senior Living, Medical Office, Student Housing, Workforce Housing, Self-Storage, and Education Assets. With over $4.4 billion dollars of combined acquisition value, we are one of the most experienced investors in our sector, having launched 43 investment vehicles comprising over 245 assets.
Since 2013, Liquid Strategies has been applying an investment overlay to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.