Chris Harvey

ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs).

WHI seeks to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. The firm invests in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate.

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

ZIG employs an active, value-oriented investment philosophy and conducts their own research and analysis to support their investment decisions. The firm seeks to deliver attractive absolute returns over a complete market cycle, rather than to perform relatively better than a given index during any particular interim period. ZIG primarily invests in exchange traded equity securities, fixed income securities, exchange traded funds and mutual funds. On a limited basis, they may recommend that their clients invest in alternative assets including hedge funds, private equity funds, real estate funds and other alternative funds.

1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up.

Functions as a College/University

Functions as a College/University