Andrew D. Hurst

TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.

WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools.

Functions as a College/University

Functions as a College/University

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.