John Kevin O'Connor

Provides brokerage services

Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.

IronBridge Capital Management's investment process has its roots in the CFROI Valuation model, which strips out material distortions in accounting data and provides insights into wealth creation and valuation. They like to buy companies whose value drivers imply continued success, where management action is consistent with wealth creation and where management is likely to beat expectations implied by the current share price. IronBridge Capital offer the following equity investment strategies to clients: Small Cap Core, SMID Cap Core, Large Cap Core, All Cap Core and Global.

National commercial bank

Provides independent research and valuation services for asset managers

Functions as a College/University

Functions as a College/University

Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles.

Provides investment advice