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RIA News: CAPTRUST Buys $2.3 Billion Texas RIA
- 00 mins 56 secs
CAPTRUST is buying Southern Wealth Management, marking its third deal in Texas this year. Southern Wealth Management is headquartered in San Antonio with offices in Dallas and Midland, as well has New Orleans. The RIA serves clients in the ultra-high net worth space, providing them with a robust suite of family office services.
Channel:
RIA TV
Companies: CAPTRUST, Southern Wealth Management
Topics: RIA, Wealth Management, Financial Advisors, News,
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Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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