Waddell & Associates

Founded in 1985, NewSouth Capital Management is a registered investment advisor that is independently owned and managed. NewSouth Capital Management manages money for mid- and small-capitalization value sectors in the United States. Additionally, the firm manages all-capital value and balanced portfolios and adapts value process to the fixed-income and cash markets. NewSouth Capital Management s clients include endowments, foundations, and corporate and multiemployer plans. In addition, the firm caters to various public entities and high net worth individuals and families. NewSouth Capital Management is headquartered in Memphis, Tenn.

Independent. Reliable. Consistent. Client-focused. Experience you can trust. Reliant Investment Management is an independent investment advisor in Memphis, Tennesse that provides customized portfolio management and comprehensive financial planning based on personal relationships with each client. Our financial advisors work both with individuals, businesses, and government facilities to assist with their financial planning and wealth management. We evaluate every element of the investment process for the benefit of our clients, continually working to minimize taxes, control management and custody costs, and obtain excellent trade executions. Call our Memphis investment company to learn more about our financial services!

HistoryIn 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an independent financial advisor registered with LPL Financial, Charlie is deeply committed to ethically guiding his clients through the maze of long-term investing and financial planning. Forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families.SpecialtiesWealth Strategies Group is a privately owned financial planning firm focused on helping discerning investors who value impartial advice, targeted strategies, and extraordinary access to today's vast market of financial products and services. From wealth building to retirement income, estate and legacy planning, we're confident we can help clients overcome the anxiety and challenges imposed by taxes, inflation, and even longevity. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. Advantage Investment Management (AIM) and Wealth Strategies Group, Inc. are separate entities from LPL Financial.