Gene F. Cervi

BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.

Provides financial services

BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.

Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor.

Laurel believes that consistent returns can only be attained through a disciplined approach that combines risk control and strong stock selection. In order to achieve this, the firm remains fully invested at all times while maintaining sector weightings similar to the market. Their investment analysts use the results from a multifactor quantitative model, that ranks stocks according to their relative value and relative earnings momentum, to choose those securities they believe will provide the best returns without assuming too much risk.

Functions as a College/University

Functions as a College/University