Mike Breller

CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Functions as a College/University

Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.

Port Street Investments' Fund seek total return based on three core principles that a) protects the purchasing power of principal and the capacity to generate income over time, b) minimizes the risk of principal loss during periods of economic and market adversity and c) attempt to outperform the general market of the long-term.