Larissa M. Wilson

SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.

Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.

IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe.

Functions as a College/University

Provides financial services

Functions as a College/University

Castleton primarily recommends municipal bonds, and on occasion preferred equities, mutual funds, exchange traded funds, closed end funds, taxable securities, corporate debt securities, commercial paper, and US Government securities.