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Forest Capital, is a North Carolina Registered Investment Advisor managing investment portfolios for high net worth individuals and corporations. The company focuses primarily on
fixed income securities and value-focused stocks, seeking to earn near equity market returns with below equity market volatility. By investing in individual securities, eschewing "packaged products" such as mutual funds etc., Forest Capital can control duration and volatility to meet individual clients' needs and risk tolerances.
Bernard Robinson & Company, L.L.P. (“BRC”) is a Certified Public Accounting and Advisory firm with offices in Greensboro, Charlotte, Raleigh, Winston-Salem, Dunn and Wilmington, NC. BRC has strong ties to each community in which it operates with partners and associates possessing many years of experience and relationships within the accounting industry.
Davidson Capital Advisors, LLC specializes in advisory and financing services for small to middle market size companies in the General Industrial, Distribution, Business Services and Retail sectors offering M&A, capital solutions, and restructuring advisory services.
David founded McClure CPA which he successfully grew over a 30 year period helping high net worth individuals and business owners navigate the financial and accounting complexities in an increasing complicated tax environment. After successfully merging his practice with Bernard Robinson & Company, David has now returned to a purely advisory role to his clients.
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