Mark Serdan

Engages in mining of vanadium and related metals

Operates as a precious metals exploration company

UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity.

BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.

Functions as a College/University

Provides investment and financial advisory services