20 YEAR IN REVIEW
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“THE TRUE MEANING OF LIFE IS TO PLANT TREES UNDER WHOSE SHADE YOU DO NOT EXPECT TO SIT.” Nelson Henderson
A LETTER FROM OUR CEO Dear Arlington Families, From the very beginning,
A second significant step you’ll read
we made a promise to be
more about is the growth of the Arlington
a steadfast, trustworthy
team. We believe that the more our firm
companion to our families, to
operates like a multi-generational family, the
be unwavering partners now
better we’ll be able to understand and serve
and for generations to come.
families generation after generation. I look
More than twenty years later, I am so proud that
around our offices and see so many seasoned
we are still guided by that fundamental premise.
experts in a wide range of relevant disciplines,
We are focused on the enduring generational
but I also see more young professionals
well-being of the families we serve as well as
starting or advancing their careers. Today
Arlington as an organization.
almost one-third of our team is 32 years old or younger. This younger generation is being
Over the last year, we have taken an exciting step
developed to match the demographics of your
to ensure that our commitment to continuity
family and to intentionally develop value-
remains our cornerstone. This annual review
aligned successors.
will highlight the Arlington Perpetual Purpose Trust that was brought to life in 2021 after years
It is with great humility and responsibility
of thoughtful planning. As its name implies, this
that we share another annual reflection on
Perpetual Trust was created to memorialize our
our past, present and future.
firm’s commitment to generational well-being—
Sincerely,
to being there for your family not just for decades, but for centuries. Key aspects of the Trust are explored in more depth throughout this year’s annual report. It is worth noting that when a record number of financial management firms are selling their firms (and selling the clients that
Kenneth H. Polk Founder and CEO
they serve), Arlington has done the opposite.
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TAKI NG the
LONG VIEW Arlington Family Offices serves a select group of families through dedicated teams of highly skilled specialists. These expert teams provide each family best-in-class investment, trust, tax and human capital services. Inspired by a genuine commitment to generational success and stability, Arlington is a family-led, legacy-focused boutique firm that invests for decades, plans for centuries and serves for generations. We are managed by an engaged group of equity partners who see themselves as stewards of a shared mission—a mission that is now ensured in perpetuity.
6
48
385
27
24
Employees
Souls Under Advisement
Advanced Designations CFP, CFA, C TFA , CPA , M BA , J D
Years Serving Families
66
$10 B
Family Offices Served
Assets Under Advisement
Cashiers, North Carolina
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OUR FOUNDING SPIRIT:
PERPETUAL PURPOSE Arlington emerged during a time when multi-
disciplinary firms largely did not exist. At that time,
our world was experiencing a proliferation of dynastic family wealth. With that abundance, families learned that, often, their wealth created more burden than blessing.
And so, Arlington was born in 1998 out of a founding vision that a multi-disciplinary firm properly aligned
with its families could then guide those same families on their journeys. Journeys that replaced burden
with an integrative, holistic approach with the goal of enhancing families for generations. This vision, like a family, has no finish line. It is perpetual.
As we have said many times over the decades,
From an Arlington perspective, this steward-
our clients’ generational well-being will be
ownership mindset is not only beneficial
linked to the well-being and generational
to our families, but to its future owners as
continuity of our organization. Therefore, we
well. Studies show that steward-owned
took the most important step in our 24-year
organizations outperform traditional for-profit
history by establishing the Arlington Perpetual
companies and are also more resilient to
Purpose Trust. We believe this Trust, a binding
financial and political crisis.
agreement that formalizes our founding principles, will serve as the cornerstone that secures our firm’s long-term stability and fulfills the promises made to client families.
Since inception, we have asked our families "What do we need to become to better serve you?" Our growth follows your answers to that question.
FOUNDED 1998 Investments, Wealth Management Services
This milestone shows that generations from now, members of our team will still be here to steward your family’s well-being.
2002 Private Trust Co
The Trust is a legal document that upholds our purpose rather than benefiting any one person. It effectively turns our commitment to
ARLINGTON’S GUIDING PRINCIPLES
our client families into an agreement among
Entrepreneurialism
our partners and all future partners of the firm.
Innovation and creativity foster enduring organizations (and families). Many businesses lose adaptability and originality as they grow. They become bureaucracies. Be determined to stay true to our entrepreneurial origins.
Put simply, the Trust designs an environment whereby your family will always come first, and the future owners of Arlington will be driven to steward their ownership and the company’s purpose. For Arlington, this memorializes our steadfast focus on the long view—and ensures
Independence
that future decisions will be made by people
Our independence is to be protected by the absence of external shareholders. Strategy, operational decisions and culture should be formed by active owners and those closest to the families we serve.
committed to our commitment to your family. Upon the passing of the Founder, two members of our independent Advisory Board and one former Arlington partner will become the trustees of the Trust. These Trustees are directed and bound to (1) foster and protect the guiding principles by which Arlington was founded, (2) restrict the ability of Arlington to sell and (3) restrict any amendments to Arlington’s organizational documents that
2007 Tax Services
2017 Generational Wellbeing Services
Long-Term Thinking Think beyond the short term and focus on decisions that are seventh generation principled. This allows the organization to be purpose-driven and values-led. And it underpins the thinking that lies at the heart of successful investment performance.
contradict these principles.
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2021 Perpetual Purpose Trust establishment
Arlington Advisory Board Meeting at High Hampton, April 2021
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Growing with Our Client Families In 2021, Arlington focused on controlled expansion and growth to match our client family demographics. As a firm committed to long-term sustainability, we are keenly aware that continuity is rarely static. Rather, we know that we must evolve and grow to meet the dynamic needs of our families. With that, we thoughtfully expanded our capabilities, locations, skill sets and offerings.
In particular, we acquired a stake in Market Street Partners, a like-minded, midsize accounting firm based in Chattanooga, Tennessee. The investment immediately added substantial leadership and depth to our accounting team and is proving invaluable to the day-to-day service of our families as well as their family business operations. As we added accounting proficiency in Chattanooga, we continued to cultivate talent and expertise in both Birmingham and Nashville. In just the last year, the Nashville office grew from two to six people, including the addition of our Chief Learning Officer, Jena Dunay. You can read more about Jena and additional members of the Arlington team in this publication. The new team members will be critical in delivering our vision of generational support to your family. We are grateful for a year of healthy growth for our families as well as within our firm. We have deepened our tools, our resources and expertise to continue to improve. This expansion isn’t about scaling up, it’s about deepening down and preparing ourselves to meet more and more of our families’ evolving needs.
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LEARNING FOR
G E N E RAT I O N S INTRODUCING JENA DUNAY
The news that Arlington Family Offices added a Chief Learning Officer (CLO) may come as a bit of a surprise to many Arlington families. The more you learn about Jena Dunay and the fundamental importance of her work, the better you’ll understand why a Chief Learning Officer is essential to our mission. 12
Lifelong learning is how families stay relevant,
“It’s common for a family member to approach us
thrive, evolve and remain engaged from one
and ask, ‘Can you teach my children finance 101?’
generation to the next. Broadly defined, the
or ‘Can you help my children understand their
primary role of the CLO at Arlington is to
trust?’ While those are all important lessons,
help families navigate the social, emotional,
I try to take a step back and talk about who they
intellectual and financial challenges that
are as a family first.”
accompany wealth. Jena was brought aboard
Jena explains that she works to find out who
in part to help families prepare for that all-
the parents and children are as individuals.
important journey.
What are their expectations—for themselves and
Given her experience and perspective, we’re
their families?
confident it’s a role for which Jena is well
“I’m constantly thinking about how we can
prepared. Although she began her career at the
give our families the tools to help grow the
New York Stock Exchange and spent time in
intellectual, emotional and social capital they
investment banking, she quickly realized her
need to successfully navigate their journey,”
skills and passion were best utilized elsewhere.
Jena says. “Because if members don’t know the
“Traditional finance simply wasn’t a natural fit
family story, if they don’t know who they are as
for me, so I set about making a career change. It
individuals, then just learning about the finances
proved to be an enriching experience, and one
will only be part of the picture. It’s not wrong, it’s
I knew I could help others navigate as well,”
just incomplete.”
says Jena.
So, who benefits from learning? Everyone,
Jena soon found success as an executive coach.
according to Jena. “If you’ve ever thought, ‘How
She was especially adept at helping people find
do I make sure money doesn’t negatively affect
their purpose. Through her proprietary programs,
my family?’ learning is for your family. For any
she helped people uncover what to do with their
family who wants to leave a legacy and ensure all
lives, while providing an actionable plan to help
members are thriving, learning is critical.”
get them there. Many of these skills that she
“Families who engage in lifelong learning are
honed as an executive coach are especially useful
going to have a higher degree of generational
to Arlington families.
success,” she says.
“What I’m doing now is helping families
Insight and knowledge sharing have always been
understand, particularly for the next generation,
a critical part of our support to families. Jena’s
what their purpose is. What are their goals?
role formalizes that passion for learning into an
What’s their mission? And often most
even more professional discipline within our
importantly, will they be equipped to manage life
organization. We look forward to witnessing
once money comes their way?” Jena says.
Jena’s impact nurturing the generational
“We work together to find answers to the big
wellbeing—through custom programs, training
questions that families don’t always feel
and strategies—of both our families and our firm.
equipped to answer.”
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OUR NEWEST
TEAM MEMBERS In our mission to grow our team to meet the needs and match the demographics of our families, 2021 was an important year. The newest members of Arlington Family Offices are contributing their diverse skill sets and unique backgrounds to the culture that sets our firm apart.
DIRECTOR OF TRUST
TRUST OPERATIONS
Hannah Basik, CPA
Katherine Gast
OPERATIONS
SPECIALIST
For Hannah Basik, the question “What motivates you?” does not beget a simple answer. An Auburneducated CPA who has experience in public accounting and on Wall Street, Hannah is a new mom who has navigated six moves in seven years of marriage and has traveled with her husband to 18 countries with more on the horizon. She’s a fan of exercising, interior design and even (somehow) a weekend nap. For someone with such boundless energy, the move to Arlington was the perfect culture fit. “I wanted to be part of a place that was growing and full of excitement while also maintaining a healthy work/life balance,” says Hannah. “Arlington is my 6th employer and I can confidently say it is by far the best place I’ve ever worked.”
When asked to describe her role, Katherine Gast summarizes it modestly: “I create order.” In addition to her daily tasks helping the trust department run smoothly, she works with various teams across the firm to document and improve systems for long-term success. A special education major who found herself in corporate training after graduating, Katherine’s passion for effective project management is about the people as much (or more) than the process. “I feel valuable when I can help anyone in the organization either understand a process better or play a part in improving it for them so that they can focus on what they do best—serving our clients well,” she says. Outside of work, Katherine enjoys applying her knack for creating order to interior design projects around the home she shares with husband Alex and her two children, Welden and Lucy.
TAX SERVICES
ACCOUNTANT
Ethan Sanderson, CPA
Tyler Hooper
Ethan Sanderson is all about family, which is partially what made his move to Arlington this year such an easy one. Encouraged by his wife Charley Anne and motivated by his new role as dad to one-year-old daughter Amelia Mae, Ethan joined Arlington as an experienced CPA on our Tax Services team. And while his background in public accounting helped prepare him for the unique situations of our clients and their businesses, the shift to a family-focused firm has been rewarding. “The numbers on a tax return represent not only savings, but opportunity for our clients,” says Ethan. “I find fulfillment knowing that we are providing a service that makes their lives easier and can help them better prepare for their futures.” 14
An experienced accountant with degrees from the University of Tennessee and Austin Peay State University, Tyler Hooper joined Arlington in 2021 just after receiving a promotion at the public accounting firm where he was working. “I took on a reviewer role, and I was looking for more,” he says. More day-to-day challenge, more exposure to the real concerns and needs of clients and more time to enjoy life with wife Hillary and one-year-old son Brooks. Tyler is an avid golfer who doesn’t have to be playing to enjoy the game—he also builds and customizes clubs in his spare time.
"I F E E L T H E W O R K W E A L L D O E A C H D AY W I L L M A K E A N I M PA C T L O N G-T E R M, N O T O N LY T O O U R C L I E N T S B U T A L S O T O O U R F I R M." Katherine Gast, Trust Operations Specialist
ACCOUNTING MANAGER
ADMINISTRATIVE ASSISTANT
Chelsea Peck
Erin Korn
Chelsea Peck’s career path started with a degree in Advertising from the University of Tennessee and led her to a first job at a law firm in San Diego before she returned to her home state to pursue a master’s in Accounting at Vanderbilt. She spent seven years in public accounting before she began to consider where that path would take her next. The search led to Arlington, attractive for its ‘small is beautiful’ mindset and a genuine feeling of authenticity. “Everything I felt in the interview process has proven true so far. My colleagues are intelligent, hard-working people. The clients are diverse and interesting. This role is definitely different from anything else I’ve done, but that’s what I needed.” Chelsea and her husband Leon live in Nashville with their beloved corgi, Wally.
If you’ve met Erin Korn in our Birmingham office, you’ve encountered a welcoming and organized go-getter who immediately makes you feel right at home. This may be in part due to her past life as an early elementary school teacher or thanks to the connection who introduced her to Arlington—our own Meg Nailen. Erin keeps things running smoothly behind the scenes, preparing the office for meetings and client visits and supporting colleagues on larger projects. As someone who feels most fulfilled when she’s helping others, Erin found her fit at Arlington. “When I was interviewing, I could tell all the employees genuinely cared about each other and their success,” she says. “Everyone is always ready to lend a hand and help whenever needed.”
ADMINISTRATIVE ASSISTANT
APPLICATION DEVELOPER
FOR TAX SERVICES
Carlos Villanueva After receiving a degree in Biochemistry from Mississippi State University, Carlos was working as an analytical chemist in the Oil & Gas industry when he decided to pick up computer programming as a hobby during the pandemic. He quickly taught himself to code—then moved on to complete a self-paced but rigorous bootcamp. From there, he found his “dream position” at Arlington, working behind the scenes to provide support for the technologies and software programs that our teams and clients use every day. “Growing up in a firstgeneration American family, I was taught to never back down from a challenge,” he says. His selfmotivation extends beyond his professional life, too. Carlos is an avid runner and completed his second half marathon in 2021.
Maddison Cuevas “In my first week, a client noticed I was new and asked how I got so lucky to end up here,” says Maddison Cuevas. “Hearing this firsthand account of the impact Arlington has created for their family was an exciting initiation into the culture that sets Arlington apart.” Now, months into her new role processing tax returns for clients and providing administrative support for the Arlington Associates tax team, she’s found joy in knowing that her work contributes to the bigger picture. A native of Mississippi, Maddison graduated from the University of Southern Mississippi with a degree in Accounting and is married to her high school sweetheart, Tyler. They enjoy playing golf together and are forever doting on their miniature dachshund, Winnie. 15
AT T O R N E Y, COUNSELOR, MENTOR & TEACHER AN INTERVIEW WITH CRAIG STEPHENS
Prior to joining Arlington Family Offices in March of 2021, estate planning attorney Craig Stephens worked as outside counsel for a number of our families. He spent much of his career finding tax savings for his clients, but later found that many clients were asking, “Now, what?” In a recent conversation, Craig explains that in his new role at Arlington, he’s able to thoroughly answer that question. For Craig, that’s where the fun begins. Craig Stephens was thriving at a Birmingham law firm when he decided the time and the opportunity were right to join Arlington. “Each day, it was about, ‘let’s help this family save taxes, and the next family save taxes, and the next family save taxes,’ which is a great thing,” he says.
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“In my role with Arlington, we find ways for
he says. “We welcome curiosity here. People
our clients to reduce their tax burden, but the
are always finding new ways to study and
journey isn't over. In fact, the fun part is now
learn and improve.”
just starting.” While Craig may be new to Arlington, he’s Craig says he takes deep satisfaction in meeting
mirrored this same philosophy throughout his
with families, listening intently to what they’re
career, perhaps in part because of the 17 years
saying and helping them plan beyond finances
he’s spent as an adjunct professor at Samford’s
and taxation to address the five capitals. He
Cumberland School of Law.
enjoys working closely with families to explore their values and explore how they are—or could
“I’m a big visual teacher. I’m used to being in
be—aligned with all facets of their finances.
front of a board to convey ideas to students, and I bring those same tools to my work with
“We have much deeper, more meaningful
families,” he says. “I can’t be in a meeting and
conversations here. Now we get to figure out what
not be at the board. I always want everyone
role you want your family’s financial capital to
to leave the meeting with a clear sense and
have in shaping the family for the future.” After
understanding of what we talked about, no
all, Craig says, “The mark you leave is not going to
matter how technical or complicated it
be just financial, it’s going to be financial, human,
might be.”
intellectual, spiritual, social—all of those things.” Craig’s hands-on approach to teaching and Craig’s decades specializing in trust and estate
sharing his knowledge has already proven
planning have proven to be a tremendous
valuable to numerous Arlington families. On
advantage to Arlington families. “There’s not
the following page, Craig details what it means
much I haven’t seen, so I feel like I bring a broad
to set up a family council, with thoughts on how
and deep experience base of legal issues that
families of any size can unite around a common
arise,” he says. “I’m able to provide our families
mission to strengthen ties across generations.
with a number of possible solutions based on Craig says there’s not any one thing he loves
that experience.”
about his role at Arlington, it’s everything. In his In addition to his close working relationships
new position he draws upon his experience in
with families, Craig says he appreciates the
its entirety. He is not only an attorney, but is also
tremendous commitment to innovation at
a counselor, mentor, teacher and ally. “I can’t
Arlington. “The investment in technology
wait for our families to ask, ‘now what?’” he says.
creates efficiencies for employees and families,
Because now, Craig can answer that question
and simply better ways to provide information,”
so much more fully.
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F I V E B RA N C H E S ,
ONE FAMILY FLOURISHING
Dahlia in the High Hampton Gardens
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Like many formal organizations, a family council is underpinned by a mission statement. This mission statement aligns the entire family around a common vision and values, creating consensus around issues like trust planning and best practices for sharing purpose and perspective with future generations. “Many families know what their common mission is,” says Craig. “They’ve just never said it. They’ve never sat in front of a white board and listed their common values word after word, then turned it into a mission statement. There’s tremendous value in that.” A family of more than 15 members began by meeting monthly and will eventually meet quarterly. To set the tone, each meeting starts by revisiting the mission statement that is unique and special to the family. Sessions might include deep dives into subjects like “Trusts 101” or explorations into entity ownership. Special breakout sessions with smaller groups can even be called to address specific next-generation concerns for individual branches of the family, for example. In virtually any larger family, the challenges are more numerous and complex. There are many intricate personal and business relationships between siblings, in-laws, cousins and generations— all juggling different ambitions, interests and perspectives. While the goal is always growth and cooperation, the family council can be an excellent setting for addressing any disagreements or discord that inevitably surface. “When the disagreement does come, the foundation is there so the family can get through it,” Craig says. Craig points out there will be transitions in the years ahead for any multi-branch family. “It’s important they respect each other no matter what, love each other no matter what and that their human capital continues to grow no matter what,” he says.
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W H AT W E ’ R E
RE ADING, W H AT W E ’ R E
LISTENING TO Collectively and as individuals, the team at Arlington is committed to lifelong learning and looks to many different sources to expand our understanding of the world around us. The following books and podcasts taught us something, provided inspiration or gave us new ways of thinking in 2021. We’re sharing some of our favorites to not only provide insight into who we are, but in hopes that you may find some topics of interest to you.
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BOOKS
Algorithms to Live By: The Computer Science of Human Decisions
Designing Your Life How to build a well-lived, joyful life applying the principles of the renowned Design Program at Stanford University
By Brian Christian & Tom Griffiths
Stephen Rowe, President and General Counsel
A fascinating exploration of how computer algorithms can be applied to our everyday lives.
The Life of Elbert H. Gary: A Story of Steel
Carlos Villanueva, Application Developer
by Ida M. Tarbell
Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way
The amazing life and career of Elbert Gary, President and CEO of the United States Steel Corporation at its formation – the largest corporation in the world. Gary was a leader who was able to see further out than anyone, understanding that sound ethics would lead to sound business. That doing what is right does not cost, but pays.
By Coventry Edwards-Pitt Jena Dunay, Chief Learning Officer
John Leuken, President, Arlington Nashville
PODCASTS
The Upswing
Second Life
by Robert D. Putnam
Spotlighting successful women who've made major career changes—and fearlessly mastered the pivot.
How we can once again go from an individualistic “I” society to a more communitarian “We” society and learn from our past how we can become a stronger, more unified nation. A society on the upswing is more focused on responsibilities to one another and less focused on narrower self-interest.
Katherine Gast, Trust Operations Specialist
Do One Better! Interviews with people doing interesting and unique philanthropic work all over the world, hosted by Alberto Lidji, former Global CEO of the Novak Djokovic Foundation.
Ken Polk, Founder and CEO
Deep Work: Rules for Focused Success in a Distracted World
Megan Wilson, Family Wealth Advisor
By Cal Newport Ethan Sanderson, Tax Services
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GIVING where it matters most
Charitable giving is an opportunity for families to give back to the community and connect with larger issues in the world around them. It can also be a fundamental expression of a family’s values. Where and how our families give of their time, talent and treasure plays a role in actually shaping those values. The selection of deserving organizations and causes requires careful scrutiny and study. To that end, we advise our families to consider where and how their philanthropic efforts can do the most good, while reinforcing their values and teaching the joy and fulfillment of giving. It’s these same principles that guide our own efforts at Arlington Family Offices.
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G
LOCAL
Empowering Our Youth Build UP Build UP is the nation’s first and only earlycollege workforce development high school. It provides low-income youth with careerready skills through paid apprenticeships and industry-aligned secondary and post-secondary academic coursework. Participating students become educated, credentialed and empowered civic leaders, professionals, homeowners and landlords.
Lifting organizations that lift others.
NATIONAL
Each year we’re privileged to support
Best Friends of Our Soldiers
worthy charitable efforts in our community and beyond. The Arlington
K9s For Warriors
Charitable Committee never takes this
K9s For Warriors provides highly trained
opportunity for granted and manages
Service Dogs to military veterans suffering
the evaluation, selection and allocation
from PTSD, traumatic brain injury and other
in the same intentional way in which we
military trauma. They remain committed to
serve our families.
ending veteran suicide, raising awareness for invisible disabilities and creating policylevel reform.
This year we are proud to continue the tradition of supporting our community through local groups, supporting our
INTERNATIONAL
country through national organizations and supporting people around the
Everyone Deserves Hope
world through international efforts.
Project Hope Project Hope is a renowned global health
These deserving charities have
and humanitarian relief organization. In a
proven to be clear in their purposes
year where health care workers around the
and steadfast in their commitment
globe have seen more than their fair share of
to create positive impact. It is
challenges, Project Hope empowers health
gratifying to support these values-
care workers facing the world’s greatest
driven organizations that share our
health crises to build resilient communities
commitment to continuity and purpose.
and a healthier, more equitable world.
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"FA M I L I E S D E S E R V E F R O M T H E I R T R U S T E D C O U N S E L O R S A D V I C E T H AT R E P R E S E N T S T H E S U B O R D I N AT I O N O F T H E P E R S O N A L A M B I T I O N O F T H E PROFESSIONAL TO THE PROVISION OF SERVICE TO T H E I R FA M I L I E S. T H I S I S ‘ W O R K’ O F T H E H E A R T A N D O F I N T U I T I O N FA R M O R E T H A N I T I S O F I N T E L L E C T.”
Jay Hughes
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A Legacy of
PURPOSE This past April, Arlington helped organize and became the initial founding contributor to the James E. Hughes Jr. Foundation, Inc. We did this, of course, to honor Jay’s immeasurable legacy and to recognize his profound impact on our firm. But equally, our mission as organizer stemmed from a desire to perpetuate Jay’s wisdom and equip advisors around the world with tools and training so that
For more than five decades,
they too may help families for generations.
James E. Hughes, Jr. has been
In addition to Arlington, other founding contributors
the leading voice and pioneer
included various Arlington client families who have seen
for a more enlightened,
date the foundation has already been funded with almost
the value and benefits of his groundbreaking work. To
expansive approach to family
$2 million.
office management. For 20 years,
Moving forward, Jay, in his role as Chairman, will utilize his landmark Five Capitals research as the framework for the
Jay has also been an invaluable
foundation’s curriculum. In addition, the foundation will fund education and professional training for individuals
personal mentor to our team, an
who are called to serve and advise families.
Arlington Advisory Board member We are honored to play our part in providing a vehicle
and a pillar of support for our
to formally preserve Jay’s legacy for the benefit of every
firm’s unwavering vision of
future advisor and family that is focused on well-being.
perpetual purpose.
For more about the foundation, visit jehjf.org
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BIRMINGHAM OFFICE
NASHVILLE OFFICE
2000 Morris Avenue, Suite 1300
515 Church Street, PO Box 1628
Birmingham, AL 35203
Franklin, TN 37065 (+1) 615.627.2843
(+1) 205.488.4300
A complete copy of Part 2 of the firm’s ADV, Form CRS and privacy notice, as required by the Securities and Exchange Commission, under the Investment Act of 1940, is available at no charge upon written request.