Gries Financial Partners
Wealth Management
Registered Investment Advisor founded in 1978. Historically serving a high-net-worth family and institutional investor audience, Gries Financial Partners (GFP) also advises 401k retirement plans and small- to mid-sized foundations and endowments. Acquired by 4100FS in 2020, GFP serves as the anchor tenant of the wealth management segment and a foundational piece of the 4100FS strategy.
Capital Portfolio Advisors
Wealth Management
Registered Investment Adviser founded in 1993 and acquired by GFP in 2023. Capital Portfolio Advisors provides financial planning and investment management services on a fee-only basis to best meet clients’ needs.
Bull Harbor Capital (BHC)
Wealth Management
Bull Harbor Capital (BHC) is a Registered Investment Advisor formed by the owners of First Financial Group (FFG), one of the largest insurance agencies on the MassMutual network. FFG has over 200 advisors and serves a high net worth audience, which led to the creation of Bull Harbor. 4100FS provides operational and investment infrastructure to support BHC through a shared services agreement.
Logix Smart Value Dividend
Asset Management
Logix Smart Value Dividend has a successful track record dating back to 2002. Both directly and through institutional model delivery, Logix is a differentiated deep value strategy with a unique, objective methodology that has historically outpaced itsbenchmark with low downside capture, leading to consistent alpha generation. Logix serves as an attractive ‘preserve and grow’ strategy for institutional brokerage and turnkey asset management platforms, complementing other 4100FS business segments.
Red Cedar Investment Management
Asset Management
Majority employee owned, best-in-class institutional asset manager with a tenured Portfolio Management team. Red Cedar Investment Management is focused on developing long-term partnerships with clients by providing high quality, income producing strategies through research across the capital structure. With historical expertise in managing Preferred securities, Red Cedar has successfully expanded its service offering to provide broad appeal to institutional clients.
The Family Office Resource Group (FORG)
Multi-Family Office
The Family Office Resource Group (FORG), formerly ExCel Global Family Office, is a boutique multi-family office advisory firm focused on providing strategic consulting and support services to an ultra-high net worth audience. FORG provides services including family office formation consulting, outsourced CFO, insurance, tax planning, philanthropy consulting, estate planning, and more, either directly to its core clientele or as an outsourced service provider to family offices, wealth management firms, and RIAs.