Keith Wirtz

Operates as a bank holding company whose subsidiary provides commercial banking, consumer lending and wealth management services

Walrus Partners employs fundamental research to identify investment opportunities primarily in US stocks. The firm looks for inefficiencies in markets—situations where the market prices of certain investment securities have deviated from the true discounted value of their future cash flows. They generally limit their money management to mutual funds, equities, bonds, debt securities, exchange traded funds (ETFs), hedge funds, real estate investment trusts (REITs), government securities and cash. Walrus Partners may use other securities as well to help diversify a portfolio when applicable.

ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM.

Functions as a College/University

Functions as a College/University

The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.