Geoff Hauck

AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.

Van Cleef favors a balanced, total-return all-capitalization philosophy that emphasizes publicly traded securities in the planning and construction of investment portfolios. The firm believes above-average equity returns are generated from a balance of capital appreciation and dividend income. They evaluate positions using a 2-3 year time horizon and will employ low-cost, passive strategies as appropriate. A typical portfolio will normally hold 15-25 securities and is generally fully invested. Annual turnover in a portfolio holding is estimated to be 15-30 percent. The focus of our fixed income strategy is a reasonable return on principal and the return of principal. Van Cleef will reduce or sell a position for several reasons including: (1) when valuation relative to future prospects becomes expensive; (2) when they perceive unusual risk to future earnings and/or prospects; and (3) when funding is required for a better investment alternative.

National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research

Functions as a College/University

Functions as a College/University

Engages in raising awareness of the zoo