Levence S. Eutsay

SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.

Provides brokerage services

Functions as a College/University

Functions as a College/University

Capital Advisors Group offers comprehensive, multi-tiered solutions to cash management. The firm provides customized buy-and-hold strategies, including strategies in which scheduled maturities and income are intended to help fund client operating and near-term cash requirements. Their strategies are typically intended to protect principal, deliver liquidity and maximize risk-adjusted returns, and they are customized to each client’s liquidity needs and risk tolerance.

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).

CAG aims to provide competitive returns. Although they emphasize US fixed income investments, their reach is global, and their contacts include relationships and investments in European and Asian markets. The firm provides liquidity in most sectors of the fixed income and equity markets.