Michelle Ann Knight

JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.

Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives.

CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Functions as a College/University

Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs.

RWA takes a client-centered approach that begins with the identification of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors to establish an appropriate investment objective and long-term asset allocation investment strategy. The firm’s open architecture investment platform provides investment exposure to a full range of asset classes through stock and bond portfolios managed internally or by unaffiliated third parties as well as through ETFs and mutual funds.

RWA’s investment approach is based on the belief that asset allocation is the single largest driver of long-term investment returns. The firm employs an open architecture investment platform, which provides investment exposure to a full range of asset classes via mutual funds, exchange traded funds (ETFs) and separate accounts managed by unaffiliated third parties. They utilize both active and index-oriented investment vehicles, depending on its judgment of the efficiency of an asset class.