Brad Meeks

RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies.

Provides auditing, financial advisory and tax consulting services

Functions as a College/University

MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.

Provides investment research

Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing.