Zachary Zolnierz

Provides brokerage services

Functions as a College/University

Rocaton develops its asset allocation recommendations through the use of proprietary risk, return and correlation assumptions to assess the expected risk and expected return of different asset mixes over a variety of market environments. Specifically, the firm often utilizes a Monte Carlo portfolio optimization process to forecast risk and return inputs over different scenarios. Recommended allocations are generally based on forecasted risk and forecasted return characteristics, including expected volatility and correlation of returns, liquidity and transaction costs, as well as on client objectives.

Solus specializes in investing in event-driven, distressed and special situation opportunities. The firm pursues investment strategies that are speculative and entail substantial risks. They utilize fundamental and/or technical analysis techniques in formulating advice and managing assets for clients. Emphasis is placed on value creation, alpha generation and low correlation to primary asset classes.

Devonshire's portfolios are comprised primarily of no-load mutual funds, ETFs and individual bonds. The firm uses a multi-asset approach to deriving investment income. Their primary strategy is to invest in the long-term.

Hiddenite Capital utilizes a variety of methods and strategies to make investment decisions with an objective to generate attractive risk adjusted returns in all market conditions by dynamically managing a portfolio of investments. Analysis is predominantly based on fundamental research of investments. Their investment strategy focuses on a company’s intrinsic value and ability to increase shareholder value over time as well as the company’s ability to maintain a margin of safety during fluctuating market and business conditions.