Jared Perry Plotz

UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations.

Provides brokerage services

UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations.

LWCM seeks capital appreciation and income. Their investment approach focuses on quantitative measures of value combined with the identification of fundamental and technical trends.

Cornerstone Capital Management (CCM) is a large-cap growth investment manager. The firm's services include the management of US equity, US fixed-income and US balanced portfolios. CCM's selection of fixed-income investments is based on each client's investment objectives and risk tolerance and may include tax-exempt and/or taxable securities. CCM seeks to achieve long-term investment success for their clients by identifying underappreciated opportunities. The firm looks for high-quality, fundamentally strong companies with significant growth opportunities that are undervalued in the market. Stock selection is also based on the fundamentals of revenue, earnings, cash flow and the quality of management. Sector allocation is a by-product of individual stock selection. CCM invests mainly in stocks that are traded on the US exchanges or markets. The firm focuses on investments in the following sectors: (1) consumer (2) energy (3) financials (4) healthcare (5) industrials and (6) information technology.