Tracey Garst

AMCORE Investment Group's (AIG) investment selection process is based on strategic and tactical asset allocation across various asset classes. Equity selections are earnings-driven, rely on bottom-up analysis and are supported by sector allocation strategies. Fixed-income investments are selected based on interest rate expectations and sector allocation. Though not limited by sector AIG tends to invest in the stocks of US large-cap companies in the finance, producer manufacturing, electronic technology, energy minerals, health technology and technology services sectors. The firm maintains a low turnover rate.

WB Capital Management is a value manager that seeks to provide financial solutions that identify and control risk while capitalizing on long-term economic, demographic, cultural and fundamental shifts in business practices. The firm invests primarily in the stocks of large-cap US companies in the finance, health technology and consumer non-durables sectors. WB Capital Management maintains a low turnover rate.