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AFFILIATES
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 a broad portfolio of 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.
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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.
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