Ted Eugene Furniss

P.R. Herzig provides investment supervisory services to individuals, pension plans, charitable foundations, trusts and funds of funds. The firm targets multi-cap US companies with low turnover. P.R. Herzig focuses on several sectors including finance, health technology and consumer non-durables.

WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers.

Functions as a College/University

Provides brokerage services

PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets.

Functions as a College/University

IPW’s independent approach attempts to prudently preserve and grow the wealth of their clients by diversifying their investments intelligently, emphasizing tax-efficiency and ensuring that expenses remain fair and transparent. Their sell discipline is primarily focused on four tenants: 1) overvaluation – the market price of a security advances to a price well in excess of its intrinsic value; 2) opportunity costs with evidence that greater returns can be obtained by switching to a different security with better prospects; 3) the original thesis for owning a security has negatively changed: and 4) a mistake has been made.