David Wrigley

WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.

Provides brokerage services

Functions as a College/University

Functions as a College/University

Foresight-IM is a long-term, disciplined investor which aims to design a customized, transparent plan that will help clients achieve their objectives while diversifying portfolio to protect against the combination of market, inflation, and longevity risk. The firm takes a global, multi-asset class approach to portfolio construction. Client holdings might include a combination of cash, fixed income, equity, real assets, and alternative investments. They invest across a variety of traditional and alternative asset classes, depending on the unique circumstance of each client and the opportunities that present themselves throughout an economic cycle. Their investment decisions are driven by a thoughtful, research-based process that is directed by its Investment Committee.

FWM’s portfolio management services are based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm mainly uses equity securities, exchange traded funds, mutual funds, US government securities, corporate debt securities, municipal securities, and options strategies in its portfolio management programs. In limited cases, they may also recommend investments in limited partnerships such as hedge funds and private equity funds, including affiliated private offerings