Private Wealth Management

Ted Ridgway as CEO and James C. Sexton III as Senior Partner oversee all investment decisions. The firm operates a lean investment committee rather than a hierarchical CIO model, with both principals directly involved in manager selection and direct-deal underwriting.

PWM does not publicly solicit clients. The firm services a small number of multi-generational family relationships, and any new engagements typically originate through existing client referrals. There is no external sales team or institutional marketing apparatus.

The firm relies on decades-long general-partner relationships built through repeat fund commitments and co-investments. Its Memphis location and discreet profile mean opportunities often flow through private networks rather than competitive auction processes.

It is a multi-family office operating under a partnership model, not a trust-company or bank-affiliated wealth manager. The partners' own capital is invested alongside client assets, making the firm distinct from advisory platforms that earn fees on asset allocation without principal co-investment.

The firm has historically avoided speculative venture capital strategies and highly leveraged hedge fund exposures. Real estate preference runs toward stabilized, income-producing properties rather than ground-up development, and the firm tends to bypass non-U.S. emerging markets due to governance and currency concerns.