CBTX, Inc. (Texas)

IWC uses different methods of analysis such as charting; fundamental; tactical analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; asset allocation; mutual fund and/or ETF analysis; third party money manager analysis; and criteria-based analysis. Their investment strategies include long-term purchases; short-term purchases; trading; short sales; margin transactions; option writing, including covered options, uncovered options or spreading strategies; and tax abatement strategies. They generally employ a long-term investment strategy for its clients, as consistent with their financial goals. The firm will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of clients.

FJ Capital is a fundamentally-driven manager which focuses on opportunities in the financial services industry, with an emphasis on the US community/regional bank sector. The firm invests primarily in equity securities of under-followed, publicly traded US community banks. They construct portfolios using proprietary fundamental research to uncover value disparities in the small- and mid-cap banking sector. FJ Capital seeks to take advantage of these disparities by building core positions with longer-term holding periods. They also seek to generate attractive, risk-adjusted investment returns by uncovering opportunities with identifiable, near-term catalysts.

Clarus Wealth Group primarily employs fundamental and cyclical analysis methods in developing investment strategies for its clients.