That's in part because it ticks another box on Buffett's checklist -- he loves how its management team runs it. Buffett has said he was sold on Occidental after reading the company's earnings call transcript in 2022. "I read every word, and said this is exactly what I would be doing," he said. Carson Group Carson Group manages nearly $41 billion" in assets and serves more than 52,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/ . "Combined AUM of CWM, LLC and NWCM. The wealth management Omaha community highlights small-cap recovery potential after the Russell 2000 gained 1.8% in a week. Regional asset managers anticipate increased IPO activity in Q4 2024, offering opportunities for aggressive growth portfolios.
