Andrew Patrick Loechl

Provides investment advice

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities.

Functions as a College/University

Functions as a College/University

Merus Capital invests in companies located in the United States. The firm targets companies operating in the field of the technology sector. It provides financing for early stage capital requirements.

Eagle Harbor aims to provide high current income, principal protection, and portfolio diversification. The firm’s portfolios are constructed using a broad mix of investments, with a focus on individual equity and fixed income securities as opposed to mutual funds. Their equity investment philosophy focuses on quality and growth at a reasonable price. For fixed income investments, portfolios are diversified with investment grade bonds determined in part by tax parameters.