Steven Perry Chapman

William Blair Capital Management is a growth manager that offers separately managed accounts to private clients and institutional investors. The firm's investment approach emphasizes thorough, fundamental research which often includes interviewing management, suppliers, competitors, customers and former employees. They often use research from William Blair & Co.'s sell-side analysts. Though not limited by sector, William Blair Capital Management tends to invest in the stocks of companies in the finance, technology services, healthcare technology, electronic technology and producer manufacturing sectors. The firm invests globally across all market-caps. William Blair Capital Management maintains a low turnover rate.

Provides investment banking services

Weiss Capital Management offers a wide variety of investment products with varying objectives and degrees of risk. The Weiss ETF Strategic Allocation Portfolio is a managed investment program designed to help investors with a moderate risk tolerance diversify assets through investments in ETFs. The ETFs are diversified across stocks, bonds and alternatives including precious metals, real estate and commodities. The recommended holding period for the portfolio is 3 to 5 years. The WCM Sector Series ETF Sector Rotation Concentrated Program offers investors with a long-term time horizon and an aggressive risk tolerance the potential for growth of principal. The portfolio invests in top-ranked ETFs using proprietary quantitative methods. The recommended holding period for the portfolio is 3 to 5 years. The WCM Sector Series ETF Sector Rotation Diversified Program is suitable for investors with a moderate risk tolerance that are seeking long-term growth of capital. The programs portfolio manager utilizes a proprietary methodology to uncover short-term opportunities in a diversified portfolio of several top-ranked ETFs. This approach seeks to identify several ETFs with the potential to allow the program to outperform the S&P 500 Index, over time, regardless of the overall direction of the market. The program holds 8 to 10 separate ETFs at any one time, giving the portfolio diversification across different securities or commodities. The recommended holding period for the portfolio is 3 to 5 years. The Weiss All-World Strategic Growth Program (formerly the Weiss All-Star Growth Program) is a professionally managed, mutual fund-based strategy that seeks to provide long-term growth through investments in both domestic and international equity mutual funds, including those that invest in emerging markets. The strategy seeks to identify trends in the global marketplace and to position the program to benefit from these trends. Weiss looks for mutual funds with a history of strong performance through various market cycles. This global investment program is suitable for investors with an aggressive risk tolerance. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Balanced Program uses a balanced approach to asset allocation that seeks to provide long-term capital growth, along with the potential for above-average levels of income. This professionally managed program is suitable for investors with a moderate risk tolerance. It invests in a diversified portfolio of domestic dividend-paying common stocks, international equity mutual funds, fixed-income mutual funds and other investments. The portfolio manager continually assesses the risk/reward spectrum to determine the appropriate mix. There is also the ability to reduce equity exposure to minimize the impact of market declines on portfolio returns. The recommended holding period for the portfolio is 3 to 5 years. The portfolio manager of the Weiss Select Equity Portfolio utilizes the stock-rating system of TheStreet.com Ratings to assist in the stock selection of high-quality companies listed on the US stock exchanges. The manager uses TheStreet.com Ratings system to narrow the universe of buy-rated companies by screening them against specific criteria including low valuations, financial strength, relatively low debt levels, consistent profitability and other fundamental criteria. The portfolio is benchmarked against the S&P 500. The Weiss Select Equity Portfolio is suitable for investors with a moderate risk tolerance who are seeking a program that offers the potential for capital appreciation through a high-quality equity strategy. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Bear Strategy is a professionally managed investment strategy that is suitable for investors with an aggressive risk tolerance. The strategy is designed to speculate and take advantage of prolonged US stock or bond market declines. This strategy has the flexibility to short by investing in inverse index funds. It is structured to accommodate investors who own stocks, bonds or other investments that could be vulnerable to a bear market. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Diversified Global Income and Growth Program (formerly the Miniature Diversified Income Program) is suitable for investors with a moderate risk tolerance. It is designed to generate a higher level of current income than a portfolio of US Treasury bills and bonds, plus growth of principal. The program invests in fixed-income and equity mutual funds. Investments typically span the general US and global markets, in addition to specific markets and sectors, depending on prevailing economic/market conditions and forecasts. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Diversified Income Builder (formerly the Weiss Diversified Income Program) is a professionally managed, fixed-income, mutual fund-based investment program designed to generate higher levels of income with an emphasis on protection of principal and price stability. This program is suitable for the moderate investor who seeks a better overall return than a pure US Treasury program. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Diversified Income Plus Program is suitable for investors with a moderate risk tolerance. The program similar core investments as its sister program, the Weiss Diversified Income Program, plus an allotment to specialty stock mutual funds. The equity mutual fund component intends to serve as protection from inflationary forces and rising interest rates and to potentially produce a higher return. The recommended holding period for the portfolio is 3 to 5 years. The Weiss Managed Treasury Program seeks higher returns than pure money market instruments alone, while providing maximum safety and liquidity to the risk-averse investor. This professionally managed program invests exclusively in US Treasury obligations. The recommended holding period for the portfolio is 3 to 5 years. The Weiss All Weather Managed Account is a core strategy that invests in a diversified portfolio of securities. It includes three distinct investment components. The first component seeks to provide long-term capital growth and the potential for above-average levels of income by investing in a diversified mix of securities including domestic dividend-paying stocks, international equity mutual funds, fixed-income funds and other alternative and specialty investments. The second component is designed to take advantage of prolonged stock or bond market declines by using inverse funds to provide a hedge for stocks, bonds and other investments that could be vulnerable to a period of poor market performance. The third component seeks to capitalize on tactical and targeted special situation investments over a shorter-term time frame including mutual funds and ETFs that invest in commodities, real estate, foreign currencies and other securities that exhibit a low correlation with traditional stocks and bonds. The Weiss All Weather Managed Account is dynamically rebalanced as market conditions change and is suitable for a wide range of market conditions. It is suitable for investors with a moderate risk tolerance. The recommended holding period for the portfolio is 3 to 5 years.

Functions as a College/University

Operates as security broker dealers

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.

SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization.