Charley Meyer

BOIA offers a Low-Volatility Equity strategy which pursues a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. The firm utilizes a fundamental, bottom-up approach on investments in 15 to 20 US domiciled large- and mid-cap common stocks. They seek excellent, well managed business platforms capable of generating consistent and growing cash flows. BOIA invests in a portfolio of companies that have a proven track record of growing earnings at a credible 9% to 11% per year.

Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.

Functions as a College/University

1926 Investment Advisors employs a multi-factor asset class investment approach. The firm generally invests clients' portfolios in broadly diverse domestic and international equity and fixed-income funds. They may also use ETFs and foreign securities.