Julie Fauble Pribble

Wagner Investment Management (WIM) designs customized portfolios for individual clients using a proprietary investment approach with a growth bias. The firm seeks to provide the highest possible returns, given a reasonable level of risk. Their investment strategy focuses on identifying and investing in stocks with consistently high earnings growth, high ROE and low debt. WIM then compares these growth rates to the company's price in order to purchase the stocks of solid, long-term growth companies that are trading at reasonable valuations. The firm's investments approach is referred to as 'growth with a value overlay.' WIM employs a strategic asset allocation model that monitors macroeconomic trends to determine the amount of cash that should be held in reserve from the equity allocation. Though not limited by sector, WIM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, health technology, finance, retail and consumer non-durables sectors. The firm maintains a low turnover rate.

A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.

Functions as a College/University

CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.

Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis.