Anjie Kallas

Genter Capital manages investments using the common stocks of large and medium-cap corporations, government fixed income, and investment grade corporate and municipal fixed income.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

QCM strives to provide consistently superior investment disciplines while maintaining a client-centric business model. The firm primarily employs a fundamental method of analysis, which involves the fundamental financial condition and competitive position of a company. They primarily allocate clients’ investment management assets among individual debt and equity securities, mutual funds, and exchange-traded funds (ETFs) in accordance with the investment objectives of the client.

Functions as a College/University

Provides educational services

Brighton Jones portfolios are customized for each client to help them maximize the probability of achieving their goals. The firm’s portfolio construction process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.