Cb Tax

Trinsic Capital, LLC, based in Fort Worth, Texas, is a fee-only investment management firm specializing in selecting stocks believed to be undervalued based on intrinsic value rather than market trends. Their services cater to individuals, trusts, family limited partnerships, charitable organizations, and businesses. Utilizing in-depth analysis of financial statements and business models, Trinsic Capital focuses on constructing investment portfolios that align with their clients' long-term financial goals. Their approach emphasizes a disciplined investment philosophy that prioritizes fundamental research over short-term economic forecasts.Generated from the website

Rhodes Securities, a family-owned firm established in 1987, has been dedicated to helping clients achieve their financial goals for over 40 years. They specialize in retirement planning, investment accounts, and comprehensive money management, offering personalized service and transparency without the pressure of unnecessary sales. With a commitment to building lasting relationships, Rhodes Securities prioritizes a collaborative approach to financial planning, welcoming clients regardless of their wealth status. The firm combines the resources of larger institutions with the personalized care of a small business, ensuring that clients receive attentive management of their investments and peace of mind for their financial future. Generated from the website