Andy Baron

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.

Butterfield Asset Management offers a wide range of proprietary and third-party investment options, such as individual equity and fixed income securities, investment funds and a variety of alternative investments.

LOM AM manages a series of conservative mutual funds, ranging from money market and fixed income funds in multiple currencies, to global equity funds.

Provides brokerage services

Functions as a College/University

Provides investment advice