Bill Jacobs

Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies.

Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.