Casey Wolf

OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients.

Founded in 2009, SteelPath Fund Advisors LLC is a registered investment advisor located in Dallas, Texas. The firm provides access to energy infrastructure Master Limited Partnerships (MLPs) through a suite of MLP mutual funds. Their clients include individuals, financial advisors and institutional investors. The firm was formed as the result of the spin-off of Alerian's asset management business. In 2010, SteelPath Fund Advisors launched the first open-end mutual funds that focus on investments in energy infrastructure MLPs. The firm manages the SteelPath MLP Income Fund (MLPDX), the SteelPath MLP Select 40 Fund (MLPFX) and the SteelPath MLP Alpha Fund (MLPAX). The SteelPath Funds are distributed by UMB Distribution Services LLC. SteelPath Funds Advisors is affiliated with SteelPath Capital Management LLC, a Dallas-based registered investment advisor that was founded in 2004. SteelPath Capital Management manages separate account MLP portfolios for financial advisors with high net-worth clients.

Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008.