Chris A. Judy

Provides asset management services

Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.

Provides financial derivatives market exchange services

Once a client's investment goals and objectives have been established for the portfolio, WP coordinates the investment management process. This involves establishing the proper asset allocation, recommending appropriate investments, preparing guidelines for investment management, selecting sub-advisers and overseeing the total costs of investment process. WP also communicates with the client's other advisors (accountants, attorneys and other investment professionals) to ensure that the client's personal matters are organized and coordinated. The firm monitors the performance of relevant areas of the client's investment picture, and reviews this information with the client at regular intervals. The firm specializes in the investment of a limited number of superior growth companies in each client's portfolio. They utilize proprietary in-house research to obtain economic, industry and company research reports from independent analysts and economists, as well as industry publications, street research and financial publications. WP conducts weekly research meetings. Their analysts and portfolio managers research companies for their investment potential. Those companies that meet the firm's stringent wealth-creating characteristics are included in their universe of premier growth companies. They buy a company when it possesses specific wealth-creating characteristics. Additionally, the business must be valued at a reasonable price relative to the expected earnings growth. A stock may be sold if the fundamental wealth-creating characteristics have changed or if the price exceeds the fair business value of the enterprise.

Functions as a College/University