Rick Eurich

Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk.

BIA’s investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. Clients are advised in accordance with their needs and goals, with resources generally allocated among equities, fixed income and cash equivalents. They may also recommend mutual funds, ETFs and closed-end funds for niche investment areas or when appropriate for a particular account size.

Functions as a College/University

Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.

SCS Financial Services LLC is an active manager.

Angel Island Partners (AIP) focuses on investments in liquid public equities. Their approach to investing is predominantly long/short with net exposure that is typically less than 100%. Their approach may also include risk arbitrage when they believe conditions warrant. AIP attempts to design client portfolios to be concentrated, but with reduced loss tolerance and limited leverage. The firm does not typically invest in private securities and individual positions typically have high liquidity. AIP focuses its investment efforts primarily on small- and mid-cap companies in the US and Canadian public equity markets. They may invest in options or foreign exchange to assist primarily in hedging and isolating risk. Hold time averages approximately one year, reflecting AIP's efforts to reduce unnecessary volatility while operating in a tax-efficient manner, when consistent with the investment mandate.