Bob Cheney

SMC seeks a real rate of return for each client while minimizing investment risks. Diversification is an established tenet of their conservative investment philosophy. The firm's sector focus is on large-cap companies that are market leaders. Only financially strong companies with an established track record are considered.

Alta Capital follows a quality growth investment discipline in all equity investment portfolios. This discipline is implemented through several strategies including Large-Cap Quality Growth, All Cap Quality Growth, SMID, Quality Dividend Growth, Select, Emerging Markets, and Fundamental Global Equity. Fixed Income and Balanced portfolios are available as well to complement any of the above equity strategies. Client accounts are managed to a model as determined by the Investment Committee. The firm employs a bottom-up investment approach to construct a portfolio of securities of high-quality companies capable of sustaining growth for more than five years with the potential for share price appreciation.

Zions Bank manages equity, fixed-income and balance trust accounts, primarily composed of US large-cap stocks. The firm's research efforts are bottom-up and consider fundamentals including p/e and price-to-book ratios and general market and economic conditions.

Functions as a College/University