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Current Investments: Financial

Brand Group Holdings Inc.
Brand Group Holdings is the $1.3 billion bank holding company for The Brand Banking Company, a full service bank serving the needs of individuals and businesses in Gwinnett County, Georgia and North Metro Atlanta. Brand Bank was chartered in 1905, and is the oldest locally owned bank in Gwinnett, combining old-fashioned personal service with the benefits of modern technology. The Brand Banking Co. is led today by founder E.M. Brand's great-great-grandson, Bartow Morgan Jr. In addition to operating branches in Lawrenceville, Grayson, Snellville, Flower Branch, Buford and Duluth, Georgia, Brand Bank also has a loan production office in the Buckhead area of Atlanta, and mortgage offices throughout Georgia, Alabama and Tennessee. (www.thebrandbank.com)

Buyers Protection Group, Inc.
BPG provides critical consumer-centric services to help real estate professionals, home buyers, and home sellers in their real estate transactions. The Company employs a network of professionals and technology to deliver home warranties, home inspections, commercial and multi-family inspections, natural hazard disclosures, and environmental services in more than 30 major metropolitan markets. The Company maintains dual operations centers in Burbank, CA and Atlanta, GA. (www.bpgwi.com)

First Federal Bancshares of Arkansas, Inc.
First Federal Bancshares of Arkansas is a savings and loan holding company and its banking subsidiary is First Federal Bank, a community bank serving consumers and businesses with a full range of checking, savings, investment, and loan products and services. First Federal Bank, founded in 1934, currently conducts business from 18 full-service branch locations, one stand-alone loan production office, and 29 ATMs located in Northwest Arkansas. (NYSE:FFBH) (www.ffbh.com)

Hotchkis and Wiley Capital Management, LLC
Hotchkis and Wiley Capital Management is a Los Angeles, California-based investment manager serving institutional and individual investors around the world. With approximately $35 billion in assets under management, the firm manages equity portfolios and mutual funds investing in the public equity markets of the United States. Hotchkis and Wiley focuses on value stocks of all-cap companies, employing fundamental analysis along with a bottom-up stock picking approach to create its equity portfolio mix. (www.hwcm.com)

Jefferson National Financial Corp.
Jefferson National is singularly focused on serving the rapidly-growing market of RIAs and fee-based financial advisors with innovative products offering simplicity and strong consumer value. Since launching in 2006, our flagship product, the no-load variable annuity Monument Advisor has surpassed $1 billion in sales, and the Company has built a nationwide network of more than 1,500 advisors. Jefferson National is committed to expanding this network and creating more of the products and services that fee-based advisors and their clients need to navigate today's challenging market. (www.jeffnat.com)

 

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