Ian B. MacCallum

KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach.

Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader.

Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification.

Provides securities brokerage services on the New York Stock Exchange

Functions as a College/University

Functions as a College/University

Provides investment advice

Provides banking services