Chuck Lauber

FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations.

Provides financial and investment advice and solutions

Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments.

Functions as a College/University

Functions as a College/University

Aspyre Wealth Partners manages client portfolios using a combination of both active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some parts of the markets some of the time, not all parts of all markets all the time are well suited to the passive approach. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with the investment objectives of the client.