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Advancial Federal Credit Union
Distance: 0.6 Mi1845 Woodall Rodgers Fwy Ste 1300
75201-2260 Dallas -
Stream Realty Partners, L.P.
Distance: 0.7 Mi2200 Ross Avenue Suite 5400
75201 Dallas -
Brookmont Capital
Distance: 0.8 Mi2000 McKinney Ave
75201-1858 Dallas -
John Hancock Funds, LLC
Distance: 0.9 Mi3535 Travis St Ste 160
75204-1428 Dallas -
KLIF-AM
Distance: 0.8 Mi3500 Maple Ave Ste 1600
75219-3936 Dallas
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Description
We are a fee-only Registered Investment Adviser providing Investment Management, Financial Planning, Portfolio Reviews and proprietary Limited Partnership opportunities. As a fee-only advisor, we provide objective advice void of the traditional conflicts inherent to the financial services industry. Our clients are our sole source of revenue therefore our loyalty lies solely with them. For more info on how we do what we do, check out Our Philosophy. The firm's Principals are Matt McCracken and Greg Mattlage. Matt and Greg have been in the financial services industry since the mid-90's. We found Catamount Capital Partners in order to have greater flexibility and objectively in managing our client's assets.