Stifel

We take an active role as stewards of client's financial lives. We believe that investment management should not simply devolve to third-party managers. Instead, we offer actively managed, proprietary investment portfolios as a component of a client's overall investment strategy.By actively participating in the markets, we gain critical insight into the nature and timing of market movements, enabling us to make tactical moves in a disciplined and prudent manner.

SWBC Retirement Plan Services is a national company headquartered in Austin, TX. We provide advisory and plan advocacy services to retirement plans with the acceptance of professional responsibility as defined for fiduciaries by the Employee Retirement Income Security Act (ERISA). We provide retirement plan sponsors with effective solutions with respect to overall plan success, risk management, investment decisions, and cost management. We also provide Institutional Practice services for financial professionals and retirement plan platforms. Our Institutional Practice serves the many recordkeepers that do not give investment advice or serve as a fiduciary to plan sponsors with respect to their plans' investments.

HealthGrowth Pharmacy Solutions, located in West Lake Hills, TX, offers a proprietary ecosystem designed to support independent pharmacy owners in navigating the complexities of the healthcare landscape. With services ranging from financial insights and revenue opportunities to pharmacy valuation and business insurance, they equip clients with the essential tools and resources to thrive in a challenging operating environment. Through their commitment to understanding the unique challenges faced by small healthcare businesses, HealthGrowth has garnered positive testimonials from clients who appreciate their customer service and ability to provide tailored financial solutions. The partnership with Safe Harbor further enhances their capability to offer both necessary products and capital, ensuring that pharmacies have the means to succeed. Generated from the website