Al B. Murphy

Utilizing financial, economic, and market data, the RTE Market Models (RTMM) are used to assess the relative attractiveness of stocks, bonds and cash at a given time. Periods of relative overvaluation and undervaluation in the markets are identified, and risk and reward potentials are analyzed. The models signal asset allocations consistent with the objectives and appropriate risk levels for each RTE portfolio. When markets are overvalued and risk is high, the models indicate that clients' assets should be invested more conservatively. When markets are undervalued and likely to rise, the models indicate that assets should be invested to benefit from the potential market upswing. The models are economically based, not trend following and forecast potential market movements. Key data from hundreds of individual data streams, some of which go back to the turn of the century, are used to generate individual econometric equity timing models.

Functions as a College/University

StoneRidge PMG is an active managers that specializes in US dollar-denominated fixed income portfolios. The firm uses a conservative, disciplined investment approach and seeks to outperform benchmark indices through a combination of ‘quantitative’ and ‘fundamental’ tools. Average annual portfolio turnover for actively managed client accounts typically exceeds 100%. They apply fundamental analysis to determine the most favorable portfolio structure.

Functions as a College/University

The Andalusia Foundation is a charitable organization dedicated to preserving, maintaining, and interpreting Andalusia, a national historic landmark estate that features the Greek Revival Big House, formal gardens, an arboretum, native woodlands, and historic outbuildings. The non-profit company is based in Andalusia, PA. The foundation manages the property to ensure public access, education, and stewardship of its history and horticultural legacy, and provides educational programs, volunteer opportunities, and a journal highlighting news and exhibitions related to the Biddle family and the estate’s collections. Membership levels offer benefits such as free admission, guest passes, and invitations to exclusive events. The foundation also honors horticultural stewardship through awards and partners with organizations to support community engagement and garden care. The company was founded in 1795 by John Craig.