John Oliver Jenkins

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements.

Functions as a College/University

Functions as a College/University

Commercial bank

Orsford Capital Management (OCM) generally focuses on the management of domestic and foreign publicly-traded securities in ready markets. Based on each client's financial goals and investment objectives, the firm seeks to achieve long-term investment results through the careful selection of fixed-income securities (government, municipal, and corporate), convertible preferred stocks, preferred stocks, money market instruments, common stock and mutual funds. OCM invests in securities they judge to be undervalued or inefficiently priced and which are likely to become more highly valued over a period of time. They invest in income-generating securities such as REITs, publicly-traded limited partnerships and preferred stocks which provide a stream of income that may increase and that are not fully appreciated. Their investment strategies include: (1) growth (2) balanced and (3) income composite.