J. Alan Reid

Provides investment management and related services to institutional & individual investors

Provides brokerage and investment solutions to investors

Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions.

Provides information technology solutions for the financial services industry

Provides fund management, development and brokerage services

Provides brokerage services

Investment management

The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.

ReFlow Management Co. LLC is a company that offers innovative solutions to mutual funds to reduce the negative effects of shareholder flow. The company's services include NAVswap, a flexible cash equitization tool that allows mutual fund managers to earn a return on their uninvested cash equal to the return on the NAV, and Redemption Service, which provides short-term liquidity to funds registered under the Investment Act of 1940. ReFlow's mission is to help mutual funds overcome the problem of funding redemptions without borrowing from a bank, selling securities, or incurring substantial cash drag. The company's solutions offer continuous, everyday access to liquidity that funds can draw upon to meet redemption and manage cash positions. ReFlow has provided over $17 billion of capital to participating mutual funds and currently has over 20 approved mutual fund complexes managing over $500 billion in assets. The company is based in San Francisco, CA.