Ben Mccubbin

MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research.

Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.

NTI-IM employs a variety of security analysis methods in providing investment advisory services. The firm applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager.

Functions as a College/University