Charlie Sloan

MCC seeks to preserve and grow the wealth of their clients while maintaining diversification. The firm uses a combination of qualitative fundamental research and quantitative screening methods to identify companies they would choose to invest in for their various equity strategies: GARP, Consistent Growth, Large Value, and Focused Opportunity. They tend to structure intermediate duration fixed income portfolios for clients.

Holland Capital Management (HCM) employs a high quality, conservative growth equity strategy fully invested in about 50 stocks. The investment process incorporates specific investment criteria with a focus on companies with double-digit earnings growth, reasonable valuations, superior management teams, strong financial condition, niche products or services, that possess superior competitive positioning and significant insider ownership. HCM's security selection process is bottom-up based on their analysts’ fundamental internal and external research. The firm offers two investment strategies, US Equity Large-Cap Growth and US Equity Mid-Cap. They generally manage all their equity accounts in the same manner, but do have clients that impose restrictions which exclude from their portfolios the stocks of companies whose revenues are derived from the sales of alcohol, tobacco, firearms, etc. HCM's equity investment process employs rigorous, fundamental bottom-up research combined with top-down theme identification, and a team approach to manage and mitigate stock- and sector-specific risk.

BR employs an approach to managing client portfolios that they believe is increasingly unique in the investment counsel industry. As to security selection, they believe that modest expectations yield modest results. When searching for candidates for inclusion in equity portfolios, the firm feels that only the exceptional stock deserves attention. 'Lowering the bar' to include the merely above average invariably dilutes portfolio performance and dissipates the firm's research efforts. Normally, BR has a bias toward companies showing strong and sustainable growth for company-specific reasons. They avoid selling stocks merely because they have risen in price. The firm looks at historical characteristics of a stock, such as minimum multiples of sales, earnings, cash flows, dividends or book values. When a company's financial record is insufficient to establish these risk parameters, the firm frequently turns to alternative investment vehicles that allow for substantial appreciation but mitigate the possibility of significant loss, namely, convertible securities. In constructing portfolios, BR believes that diversification typically reflects a desire to avoid important decisions, not a true desire to reduce risk. They only manage separate portfolios and do not commingle clients' assets for the purpose of reducing costs and achieving economies of scale. Because BR does not begin with a market index in mind when building and managing portfolios, the firm's emphasis is on outperforming these indexes over years, not weeks or months.

Provides banking services

Provides accounting services

Functions as a College/University

Functions as a College/University

OFA’s primary investment strategy used on client accounts is a strategic asset allocation utilizing a core and satellite approach. The firm uses in-house resources to select core equity and fixed income securities in areas where they believe they have a core competency and passively managed index exchange traded funds in asset classes they believe are not their core competency or supplemental to their core competency. Using an intrinsic value investing approach, they use independent analysis to select the most promising opportunities at any point in a market cycle.