Judy A. McCorkle

BSCM’s investment process seeks to identify growth trends and themes in the broader market and develop strategic sector and industry weightings relative to the S&P 500. They next turn to stock selection to identify the best-positioned companies in each industry and sector to which they are allocating assets. Finally, they filter and refine these active management decisions to seek excess return from growth through their foundation of risk control. BSCM tends to invest in the stocks of US mid- and large-cap companies in the finance, technology services, and health technology sectors. They maintain a very low turnover rate.

Financial & Investment Management Group's (FIM Group) strategies are based on the premise that an investment's price is more volatile than its underlying, real fundamental value. The firm believes that returns, over time, can be increased and risks reduced by avoiding investments which are over-priced and favoring investments that are under-priced. Investment strategies may include long-term and short-term purchases depending on the client's individual needs. Asset allocation is a favored strategy and investments may include long and short-term investment, money market funds, mutual funds, stocks, bonds or other investment vehicles. FIM Group's employs an active, quantitative investment selection process. The firm believes that fixed income investments have a high degree of risk-adjusted quantifiable predictability. FIM Group seeks to identify and compare each income investment's expected return over time. Their goal is to add value by actively managing fixed income investments for total returns from interest, dividends and capital gains and by having such managed portfolios contain the firm's top risk-adjusted selections at all times.

Functions as a College/University