Mark Stewart Truelsen

Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.

SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.

Provides investment management services

Functions as a College/University

Provides investment research

Skyline’s investment philosophy centers upon fundamental growth and income investments. The firm focuses on individual companies, searching for above-average growth of earnings, revenues and when applicable, income. They look for opportunities in all areas of the market regardless of capitalization or markets. Their strategy can be best described as GARP, or Growth at a Reasonable Price.