Ayako Yoshioka

WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.

Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%.

300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.

Provides investment banking and advisory services

Provides investment management services

300 North Capital (300NC) specializes in long-only small-cap, small to mid-cap (SMID) and mid-cap growth equity strategies. The firm also manages accounts and funds with a global macro strategy. 300NC’s investment approach for small cap, mid-cap, and SMID-cap strategies focuses primarily on fundamental, bottom-up research. In addition, they overlay a top-down strategic outlook. Their equity universe consists of U.S. companies, ADRs, and relevant U.S. traded foreign companies with market-cap in the range of the relative Russell growth index. 300NC’s global macro product is a variable biased global macro strategy that primarily invests in equities, fixed income securities, commodities, and currencies. The strategy holds only listed, liquid securities, and maintains a gross invested position generally between 0% and 200% and net exposure generally between -100% and +200%, in normal capital market environments.