Adam V. Croll

SPC provides numerous investment management styles and strategies, including large and small-cap equity, international equity, fixed income, and a broad spectrum of mutual funds and exchange traded funds, either individually or in combination within a portfolio. Generally, the firm recommends a long-term approach to investing and provides clients a diversified investment strategy incorporating domestic and international equities, fixed income, and other asset classes such as real estate, and commodities. However, sell stop or portfolio hedging strategies may be utilized to limit downside risk, which may result in short term holding periods. They also may employ shorter term strategies as economic conditions warrant or for tax benefits. SPC strives to build assets over time with sound investments.

ProFund Advisors specializes in indexing investments. Their products offer diversified exposure to a market index and seek to achieve a high daily correlation to the benchmark indexes. In addition to funds that look to match the daily performance of a variety of well-known market indexes, the firm also offers funds that aim to magnify daily index returns and funds that seek daily returns that are the inverse of those of an index.

SOL Capital generally invests in a combination of actively managed mutual funds, index and passively managed funds, and ETFs. They will add individual equities to portfolios of clients who want more concentration, volatility, or both. The firm’s focus is on mutual funds so manager selection is a top priority.

Functions as a College/University