H. K. Hallett

Afton Capital employs a research driven, long/short equity strategy that seeks superior absolute returns across various market environments. The firm utilizes a fundamental, bottom-up process which identifies and pursues investment opportunities that meet their risk/reward criteria.

Trustco Bank develops carefully focused objectives for client accounts based on their income requirements, tax status, the nature and extent of their other holdings, tolerance for risk, and personal attitudes as an investor. Once an investment objective and optimal asset allocation have been identified, the client’s portfolio is reviewed on a regular basis and appropriate changes are made to meet the needs of your current financial situation and long-term goals. Then the firm provides continuing, attentive management based on those objectives.

RBC utilizes custom asset allocation strategies to manage separate portfolios.

WealthTrust's portfolios are managed with individual holdings of stocks and bonds. In some cases, mutual funds are used to complement long-term holdings of high quality companies. They invest mainly in large-cap US stocks and maintain a low turnover rate

Functions as a College/University

Functions as a College/University

Carolina Securities Corp. is a private company based in Beaufort, SC.

Provides community development programs

Kingfisher is an active manager that offers various equity, fixed income, and global asset allocation investment strategies. The firm employs a top-down approach to identify asset classes, sectors, industries, regions or countries that are expected to outperform the broad market based on the current position in the business cycle. They utilize a bottom-up approach to identify individual investments based on fundamental research. Kingfisher attempts to minimize these risks by constructing diversified portfolios appropriate for the specific risk parameters of the investment strategy.