Seth Christopher Dadds

Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer.

Cypress has a conservative investment style which uses a balanced approach and invests in a mix of stocks, bonds and money market funds. The firm supervises assets with emphasis on above average income, less volatility and risk, with prospects for reasonable capital growth. Their balanced investment approach generally focuses on Blue Chip stocks, US Treasuries, Corporate Bonds, and to a lesser extent, Preferred Securities, Convertible Bonds, and ETFs. This approach is designed to mitigate major loss of principal while maintaining the flexibility to profit in advancing market cycles. Cypress strives to achieve positive results by setting an asset mix and shifting it based on macroeconomic trends and investment opportunities in the equity and fixed income markets. Their typical portfolio holds 30-35 stocks and 15-20 bonds.

Provides brokerage services

BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth.

Functions as a College/University

Functions as a College/University

Gaineswood is a small- and mid-cap growth manager that pursues a strategy of buying reasonably priced, high quality, rapidly growing companies for a three-year or longer holding period. The firm’s investments must meet specific criteria of their defined investment philosophy incorporating elements of growth, quality and control of risk.

BMTA allocates clients assets among Independent Managers and various investment strategies in accordance with clients' unique investment objectives. However, it may provide advice about any type of investment held in clients' portfolios. To enhance diversification in the client’s portfolio, the firm looks for a mix of active Independent Managers and opportunistic strategies that have a low correlation with each other.