Jonathan Thrun

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

Functions as a College/University

Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their corporate client services include an international client base with clients in 86 countries, trust services for capital markets financing structures, entity management services in preferred jurisdictions and trust and custody services for retirement plans. Regional banking services include a leading and retail bank in Delaware, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and integrated banking and advisory services. Wilmington Trust's wealth advisory services include clients in all 50 states and 35 other countries, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and investment management and family office services. Analyst coverage is provided by Deutsche Bank, Fox-Pitt, Kelton, Inc., Janney Montgomery Scott, Keefe, Bruyette & Woods, Lehman Brothers, RBC Capital Markets and SunTrust Robinson Humphrey.

Provides investment advice