Randy D. Greer

Provides investment advice

Functions as a College/University

FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations.

Bridges Investment Counsel seeks to minimize risk for a given level of expected investment return within a portfolio. The firm develops a customized wealth management strategy across multiple asset classes, including, but not limited to, equities, fixed income and cash equivalent/money market instruments. Their investment approach to asset allocation is valuation-driven: they seek to overweight the asset classes that over time offer the best long-term risk-adjusted expected returns.

Provides brokerage services

Functions as a College/University

Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments.