Maira Thompson

Delaware Trust manages large-cap growth portfolios.

Provides brokerage services

Clark Capital aims to consistently generate competitive risk-adjusted returns over full market cycles. The firm maintains a long-term perspective and places an emphasis on risk management. They seek diversification through their bottom-up fundamental process combined with a top-down, quantitative approach.

Functions as a College/University

Meridian Asset Management's investment methodology is to invest in assets that generate an expected return above the risk-free rate. The firm analyzes global trends, economic environment, and geopolitical landscape to determine the potential impact on various sectors and asset classes. Portfolios are constructed within the client's risk tolerance parameters to anticipate low-probability but high-impact events, and to take steps to manage those risks (Meridian Bespoke Constant-Weighting Sector Allocation and Meridian Risk Mitigation Program). Meridian utilizes a flexible, concentrated approach with a willingness to maintain overweight positions in certain sectors, while having limited or no exposure to other sectors. Exchange-traded funds, mutual funds, and/or equities are utilized to capture exposure to various asset classes and provide appropriate diversification to achieve the targeted investment goals. For accounts originated through Commonwealth representatives Meridian offers a suite of allocation models in five different PPS Direct accounts: Aggressive, Growth, Moderate, Capital Preservation, and Fixed Income. Meridian PPS Direct accounts vary only in their allocation between equity, fixed income, neutral assets, or cash. The accounts utilize a passive, broadly diversified, and low-cost model that can be used in conjunction with outside assets or as a standalone portfolio.