Financial Planning

Circle C Ventures, LLC seeks superior returns by investing in early stage, fast growth companies, led by exceptional management teams.

Investment Management.

Entrust Capital Advisors is a middle market investment banking firm offering a wide range of services. We specialize in the sale of privately held Manufacturing, Distribution, and B2B Services companies with enterprise values ranging between $2M and $50M.

ORIX Capital Markets, LLC is a diversified real estate, finance and asset management company.

Capital Alliance is a Dallas-based private investment banking firm incorporated in 1976. As one of the leading "middle market" investment banking firms in the U.S., Capital Alliance helps people buy, sell, or finance well-established corporations whose annual sales range from $5 million to $500 million or more. The firm's significant expertise is demonstrated by a proven track record of closing over 180 multi-million dollar transactions with principals in over 40 states and several foreign countries.

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.

Since its founding in 1992, Estrada Hinojosa & Company, Inc. ("Estrada Hinojosa") has grown to specialize in public finance with strengths in providing municipal advisory and bond underwriting services. Today, almost 100% of the Company’s revenues are from public finance. Estrada Hinojosa has amassed a total financial advisory volume of over $30.6 billion and an underwriting volume of more than $82.6 billion since its founding.

Primarily involved in private money management, financial services, economic research, and produces the popular Thoughts From the Frontline e-letter going to 1.5 million readers weekly.

Luther King Capital Management is an SEC registered investment advisory firm founded by J. Luther King, Jr. in 1979 with an initial client located in Fort Worth, Texas. LKCM provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit sharing plans, trusts and estates, and other organizations.

AMERIGROUP is the leading publicly-traded company dedicated exclusively to caring for the financially vulnerable, seniors and people with disabilities through publicly-funded programs. Please browse our website or contact us directly to learn more about our associates’ commitment to making a difference in the lives of those we serve.