Case Studies Family Office

James R. Thompson – Cavender’s

Garth Brooks has friends in the right places, some of them at Cavender’s Boot City on Central Expressway in Plano. Seems that the king of country rock wanted to look especially sharp last year in Dallas, and the long tour had been wearing out his stage garb. Being very familiar with Cavender’s—he’d shopped at their […]

Scott Stone – Pentegra

Back in his days at the University of Kansas, Pentegra’s CIO Scott Stone had a professor who laid out what he called “the first three rules of investment finance”. Rule one: Get the cash. Rule two: Get the darn cash. Rule three: Get the darn cash now. Although Stone cautions that the reality of the […]

Jessamyn Norton – Spinnaker Trust

The investment world can be intimidating—even indecipherable—for many people. All those shifting indexes and charts; rising and falling percentage points; trusts, estates and tax brackets; acronyms galore. But Jessamyn Norton finds it both fascinating and invigorating. The chief investment officer and senior vice president and principal for Portland, Maine-based Spinnaker Trust never tires of following […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

LATEST EDITION

vol. II 2018

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