James Michael Lisko

MFIM employs a traditional value-oriented investment strategy that spans market-caps. The firm analyzes a vast universe of data in order to select investments that meet their standards of quality and fit within the client’s risk profile. Investments are typically made in mutual funds, equities, fixed income products, and alternative investments. MFIM uses both a top-down approach and a company-specific, catalyst-driven philosophy.

PIA offers fixed income and equity strategies, utilizing a disciplined, fundamental investment approach. The foundation of their fixed income investment process is the firm’s Yield Curve and Sector Analysis. The firm utilizes internal quantitative MBS research and qualitative credit research that produces top-down and bottom-up security analysis. The Investment Strategy Group utilizes these inputs as part of their decision-making process.

Western Asset is a global fixed-income investment manager committed to delivering long-term results through active management. The investment management team seeks to exceed benchmark returns while approximating benchmark risk or, for total return portfolios, within appropriate risk tolerances. The firm’s investment philosophy combines traditional fundamental and relative value analysis with an emphasis on diversification to dampen potential volatility. Issue selection is a bottom-up process that seeks to determine undervalued or overvalued securities.

Grandview Capital Management specializes in leveraged finance products. The firm focuses on building a multi-strategy fixed-income platform consisting of structured and unstructured leveraged investment products which blend their strengths in high yield bonds, leveraged loans and distressed debt securities. The firm's high yield taxable fixed-income approach consists of investing in leveraged fixed-income securities (both public and private) including high yield bonds, 1st and 2nd lien leveraged loans, mezzanine and stressed and distressed securities with the goal of generating returns in excess of applicable market benchmarks.

Functions as a College/University

Functions as a College/University

Provides office administrative services