John Edward LaForge

VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments.

Provides investment management services

Provides brokerage services

NDR-IM uses fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. The firm produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using their 360-degree research approach.

FA's portfolio management team seeks to produce stable, above market returns with below market risk. They accomplish this through a proprietary methodology of identifying and analyzing financial market and economic trends and using the results to select stocks for inclusion in the portfolio. Their Core approach to balanced management is to focus on the structure of a portfolio. They believe that a careful evaluation of asset allocation, sector selection, capitalization range and style allocation results in a portfolio that will outperform an appropriate benchmark over a market cycle. Fixed-income portfolios are constructed through a process of benchmark selection and appropriate portfolio construction. FA's purchase decisions lead them to first make sector and sub-sector allocation choices, taking into account short- and long-term objectives. The firm's Convertible Arbitrage strategy seeks to produce an attractive risk-adjusted rate of return utilizing convertible arbitrage. FA combines security selection with a portfolio construction methodology, balancing favorable fundamental and security modeling characteristics with a mix of industrial exposures. Their goals are to preserve capital in difficult market conditions and to enhance traditional asset class returns while controlling risk. The Enhanced S&P 500 Strategy is focused on U.S. company convertible bonds and FA neutrally hedges them with a short of the underlying common stock.

Functions as a College/University

Provides investment research