Osborne Investments

Portfolio Management, investment analysis, economic commentary. Management of trusts, retirement account, 401Ks, and 403Bs. Client assets' are held at Fidelity Investments. We also write research reports for publicly traded companies. Our firm was founded in 2004.

Barrack Yard Advisors

We provide wealth management oversight & guidance, as well as money management services, to individuals and their entities. Using proprietary strategies anchored in enduring principles, we are accountable solely to clients and best practices. Barrack Yard Advisors, LLC ("Barrack Yard") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Barrack Yard and its representatives are properly licensed or exempt from licensure.

DST Investments

We were acquired by NAMCOA® - Naples Asset Management Company®, in 2021. DST Investments operates within NAMCOA which specializes in DST 1031 research and 1031 transactions. We solve portfolio and 1031 business problems, take a consultative approach to every client engagement, and find actionable solutions that will help the client achieve the best business or portfolio outcome. Taking a fiduciary approach to DST transactions allows us to pursue a course of action that will better align the interests of the client. We know the importance of delivering the best customer experience and strive to exceed customer expectations.

Cullen Asher Asset Management, LLC

Cullen Asher (USA) LLC is an institutional financial services firm offering investment strategies in Alternative/Structured Credit/Asset Backed Securities. Our structured credit focus, pre-crisis, until recent years, was in distressed assets; senior as well as subordinate securities. Investing with Cullen Asher as a partner is an option on exceptional long-term results when dislocation surfaces. Our investors outperform core credit strategies in prevailing markets while diversifying a spectrum of risk, and embrace dislocation from all sources. Our diverse Capital Markets focus encompasses broad-spectrum trading of Asset Backed Securities/Structured Credit. Our firm's reputation flourished during the credit crisis, offering analytics, trading and liquidity for Distressed RMBS/ABS/HEQ/CMBS/CLO/CDO and other Structured Credit Assets. Our credit loss and structured credit analytics were essential contributions for institutional investors and federal regulators during the credit crisis in their pursuit of performance transparency and liquidity, averting the loss of billions to liquidity, complexity, and distressed-market premiums. Cullen Asher (USA) LLC was established in early 2010 by Gregory R. Thompson, who over the previous decade worked for both Deutsche Bank Securities (2000), and Cantor Fitzgerald in ABS Trading & Credit Products. In 2021, Cullen Asher continues to meet the needs of the institutional investor not only providing a spectrum of Capital Markets Services but a comprehensive suite of risk management solutions, analytics, asset management, valuation, and advisory services. Cullen Asher Asset Management, LLC offers investment in Structured Credit Assets and amortizing cash flow strategies for qualified institutional investors through our 3(c)7 Structured Credit Fund, Cullen Asher Credit Opportunities, LP.

Vickery Creek Capital Management, LLC

Vickery Creek Capital Management, LLC is an independent, investment advisory company that exists to serve a select group of families and institutions by helping them organize their financial affairs and help them make wise investment decisions. "Vickery Creek" is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing.