We are:
          • A boutique firm
              – Owners have over 25 years of combined 
                experience as investment advisors
          • A Registered Investment Advisor with 
             state of Tennessee
                             Securities Offered Through 
                            LPL Financial, Member SIPC
          Our clients are:
          • High net-worth individuals & families
          • Trusts & foundations
          • Business owners
          • Retirement plans
                          Securities  Offered Through 
                          LPL Financial, Member SIPC
            Our services include:
            • Investment management & analysis
            • Retirement plan consulting for new & existing plans
            • Estate planning & wealth transfer strategies
            • Asset allocation strategies
            • Concentrated stock & risk management strategies
            • Retirement accumulation & distribution planning
            • Education planning
            • Tax minimization strategies
            • Stock option exercise planning
                                 Securities Offered Through
                                LPL Financial, Member SIPC
            Our Managing Directors & Founders:
            William E Haynes, III
            • 20 years experience in financial services industry
            • Expertise in portfolio management, financial planning, & insurance analysis
            • Currently serves on the advisory boards of Youth Town & The Salvation Army
            • Member & Paul Harris Fellow of the Jackson Rotary Club
            • Member of Leadership Jackson
            • Union University, BS in Business Administration (economics & finance)
            • Holds 7, 63, & 65 securities registrations & Life & Variable Contracts licenses
                                  Securities Offered Through 
                                  LPL Financial, Member SIPC
            Our Managing Directors & Founders:
            James H Barker, Jr., CFA
            •  Over 15 years experience in corporate finance & investment advisory
            •  Expertise in portfolio management, financial analysis, & investment analysis
            •  Earned Chartered Financial Analyst designation in 2003
            •  University of Denver, MBA with emphasis in finance
            •  Washington & Lee University, BA in history
            •  Member of CFA Society of Memphis
            •  Holds Series 24, Series 7, Series 63, & Series 65 securities registrations
                                  Securities Offered Through 
                                 LPL Financial, Member SIPC