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The Legacy Financial Group is a Tulsa, OK-based company in the Financial Services sector.
We are active, long-term investors. With fundamental research at the core of our process, our investment professionals seek out and develop the most efficient and robust sources of alpha across world markets. From equities, fixed income and real assets to alternatives and multi-asset, we marry innovation and risk management in a bid to deliver long-term, value for clients. We are responsible investors. As fiduciaries of our clients` assets, our primary goal is to help them preserve and grow their wealth. An important part of achieving this is investing responsibly. We believe that responsible investment not only delivers sustainable, long-term value for clients, it also makes a positive impact on society. This is why we incorporate environmental, social and governance (ESG) considerations into our investment decisions and offer clients a full spectrum of RI tools. We are committed to making investing easier. We want to help investors cut through the noise and empower them to make the right investment choices, therefore we aim to keep our communications clear and our processes transparent. We are bringing to bear the power of big data and technology not only to improve our investment offering but to enhance the ways in which we engage with our clients. AXA Investment Managers has a long history of innovation and, as a part of the broader AXA group, our DNA is attuned to thinking long term about both risk and return. This combination makes us adept at mitigating tomorrow`s challenges and taking advantage of the opportunities that accompany them.
Capital Financial Services is a Minot, ND-based company in the Financial Services sector.
Fidelity Capital is a Irvine, CA-based company in the Financial Services sector.
Alpine Investors is a people-driven private equity firm that invests in software, business services, and consumer services. Our PeopleFirst operating philosophy guides everything we do. We work with, learn from, and develop exceptional people, to create a virtuous cycle of financial and operational wins that, in turn, contribute to greater personal fulfillment. Alpine is a B-Corp certified firm, a Great Place to Work™, and has been recognized by INC as one of the Top Founder Friendly firms. Alpine has $8 billion in assets under management and is currently investing out of its $2.25 billion eighth fund. Alpine is also celebrating its 20th anniversary - visit our website for more information about how we`re celebrating 20 years of being a different type of private equity firm.