Paula Boyd

Navellier specializes in the quantitative construction of securities portfolios covering a broad range of investment styles (growth, value, international, global, and combinations of these) and market capitalization (micro, small, mid, large, and combinations of these). The firm uses a bottom-up, multi-step screening process that incorporates fundamental and quantitative analysis to construct their portfolios. They primarily manage accounts on a discretionary basis and have full authority in determining which securities are purchased and sold.

Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.

Functions as a College/University

Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.