Andrew James Duffy

Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms.

TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.

Provides brokerage services

Hunter Global Investors is a growth manager that invests long/short in multi-cap equities on a global basis. The firm focuses on investments in the financial, consumer, retail, telecommunications, technology and health care sectors. They employ a bottom-up, fundamental approach to stock selection

Functions as a College/University

Functions as a College/University

Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.

Ascent Investment Advisors is the investment advisor to the Global Real Estate Investments Fund, a closed-end interval fund that invests indirectly in a diversified portfolio of high quality, income-producing real estate properties located throughout the world. The Fund allocates assets to a variety of different types of income-producing properties including office buildings, industrial/distribution centers, shopping malls and apartment complexes. The Fund seeks total return through a combination of current income and capital appreciation. The Fund invests globally, primarily in publicly-traded real estate investment trusts (REITs) and other real estate securities. The Fund may invest without limitation in non-US securities, however, its investments in issuers located in any single country, other than the US are limited to no more than 25% of its net assets.

RGREA pursues a strategy focused on using fundamental analysis to invest in publicly-traded REITs and other publicly-traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Global Real Estate Index. In selecting securities, the firm considers several criteria including: free float market capitalization and liquidity; total return; management quality; leverage; price to AFFO ratio; dividend growth; historical earnings growth; projected earnings growth; and, premium or discount to net asset value. They rely on information contained in the following sources in making their investment decisions: financial newspapers, magazines and on-line sources of financial and industry information; inspections of corporate properties and activities; research materials prepared by others; annual and other periodic reports; prospectuses; filings SEC or the foreign equivalent; company press releases; and, meetings with company management.