Bva Group

Asset Management Advisors is a leading financial firm based in Houston, TX, offering a range of services including wealth management, family office solutions, and investment advisory services to individuals, families, and institutional clients. With a strong focus on serving entrepreneurs, early founders, pro athletes, and entertainers, the firm provides personalized financial strategies tailored to each client's unique needs and goals. With a national presence and a team of experienced professionals, Asset Management Advisors has established itself as a trusted partner in helping clients navigate business exit planning, wealth management, and investment opportunities. Committed to transparency and trust, the firm prides itself on delivering comprehensive financial solutions to help clients achieve their long-term financial objectives. Generated from the website

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.

EnCap Investments, based in Houston, Texas, is a leading provider of growth capital to independent energy companies, focusing on the upstream, midstream, and energy transition sectors. With a track record spanning over 34 years, the firm emphasizes disciplined investment strategies, strong management teams, and a commitment to environmental, social, and governance principles. The company has successfully raised $47 billion in capital commitments across various funds, supporting more than 275 teams in the energy industry. EnCap's approach combines experienced investment professionals with a focus on building lasting relationships and creating value while adapting to the evolving energy landscape. Generated from the website