Adam Marshall Ware

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

Value Line Asset Management bases its investment management strategy on the belief that relative stock values can be objectively quantified and that such evaluation leads to more efficient, effective investing than other stock-selection methods. The primary tool for making investment decisions is the Value Line Timeliness Ranking System, which assesses the year-ahead performance prospects for a universe of the most widely traded equities

Merganser has a very simple investment philosophy. They observe two cardinal principles. First, preserve the client's capital. Second, earn consistent real returns. For each account based on client needs, they set parameters for minimum credit quality, liquidity and maturity range. Within these parameters, they then strive to maximize total return and to outperform client benchmarks. Merganser's investment strategy does not require sacrificing quality, nor is it based on interest rate forecasting. They are fundamental, bottom-up investors, dedicated to understanding intricate fixed-income vehicles, and committed to providing superior returns through identification of securities that are mispriced or have unusually attractive risk/reward characteristics. Because they are not market timers, the firm's approach is to remain fully invested at all times in the most attractive sectors.

Provides brokerage services

Functions as a College/University

Functions as a College/University

Provides commercial banking services

Merganser’s investment process is designed in such a way that allows the investment team to be flexible and responsive to changes in the markets. Their research process has two broad facets: bottom-up and top-down. The firm employs a disciplined value-oriented approach, aiming to be fully invested at all times in the most attractive sectors. Portfolio optimization techniques are employed to produce high risk-adjusted returns.