Adam A. Waldron

WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading.

Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing.

Functions as a College/University