Robert Lee Adams

Needelman Asset Management manages value-oriented investment portfolios that seek long-term capital growth. The firm builds conservative, broadly-diversified portfolios of high quality stocks and bonds. They tend to invest in large-cap value equities. Needelman seeks superior rates of return over the long-term though investments in the high quality, dividend paying securities of industry leading companies that have a proven history of success. The firm looks for companies with strong financial characteristics and sound economic fundamentals. Companies must also be reasonably priced to qualify for investment. In addition, Needelman looks for the existence of a catalyst that can create shareholder wealth that will be reflected in the stock price. They seek companies with strong balance sheets, good cash flow and appropriate leverage. The company's profits must be reinvested productively and its business must be large, stable and growing. The firm offers the follow portfolio products: ValuePLUS Equity, ValuePlus Balanced and International ValuePLUS. The products are all managed to clients' individual objectives, seek superior risk-adjusted performance, are true to style over time and are sensitive to each client's tax situation.

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

Functions as a College/University

Functions as a College/University