Lisa M. Wesolek

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.

AFM uses a variety of methods to analyze securities and offers a broad array of investment strategies to manage assets or formulate investment advice, although for many client relationships, they have contracted with sub-advisor's day-to-day portfolio management services. The investment strategies that they offer include equity, fixed income, options overlay and money market-oriented strategies. Their strategies invest in a wide variety of financial instruments, including public and/or private equity securities, bonds and other debt securities, REITS, derivatives such as stock index futures and swaps, currency and currency related derivatives and other public and/or private collective investment vehicles.

A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions.

Provides investment advisory and fund administration services

Functions as a College/University

Provides financial services