Brent Beene

RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds.

WBI employs an active investment process that seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. The firm's BullBear Strategies combine their time-tested, multi-factor security selection models with their advanced dynamic trailing stop process to protect capital. They have utilized domestic stock and fixed income trend models in their quantitative management process.

Functions as a College/University

Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates).