Chris Vernier

Operates as a bank holding company whose subsidiary provides national banking services

Eagle seeks to achieve investment returns superior to broad equity market indices in both up and down markets. They use a fundamental, bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change.

Marquette creates well-defined, diversified portfolios across a variety of asset classes that would be consistent with a targeted level of risk. The firm’s investment philosophy underlies an investment approach designed to reduce subjective biases, focus on factors with higher expected returns and deliver sustainable, long-term value for its clients.

Functions as a College/University

Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status.