Rob Armagno

GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework.

Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.

Functions as a College/University

Provides brokerage and investment banking services

Stratos seeks to provide investment decisions that are made in accordance with the fiduciary duties owed to their accounts and without consideration of the firm’s economic, investment or other financial interests. Their policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time.