Greg Herr

FPA seeks investment opportunities based primarily on a value investing style. The firm strives to generate market-beating returns over the long-term, while emphasizing preservation of capital. Their equity and fixed income styles are linked by a common fundamental value orientation. FPA aims to provide a consistent, risk-adjusted and disciplined approach to long-term investing in individual securities with the objective of achieving superior total returns for client portfolios over market cycles.

Vontobel AM is an active multi-boutique asset manager which seeks to add alpha through bottom-up stock selection. The firm’s investment team monitors the tenets of their buy discipline – consistency, predictability, profitability, sustainability and sensible price. Generally, they will remain invested in a company unless a material change to their investment thesis occurs. Reasons for them to reduce the size of or to sell completely a company’s shares include the following: the market price of a business exceeds the firm’s estimate of fair price; the business is involved in a major acquisition; its earnings growth, profitability and predictability deteriorate; or it is replaced by a better investment.

Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area.

Provides brokerage services

Functions as a College/University

Phaeacian Partners employs various methods of securities analysis, including fundamental and quantitative investment modeling. Investment strategies used to implement investment decisions include, but are not limited to, Accent International Value, International Value, and Global Value.