Dan J. Evans

Griffin builds a diversified portfolios combining their core and alternative investment strategies with fixed income, preferred stocks, and cash alternatives. The strategies are focused on generating risk adjusted returns and are suitable for different needs and risk tolerances. The firm invests in large and mid-cap dividend paying stocks that are conservatively financed and trading at a discount to their assessment of intrinsic value. Griffin utilizes a disciplined approach to stock selection and portfolio construction with a focus on growing dividends, low P/E multiples, and strong cash flows.

Nicholas is a large-cap GARP manager. Investing globally, they focus on the equity market. They maintain a low turnover.

Functions as a College/University

FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.

Functions as a College/University

Fleet Development Ventures invests in companies located in the United States. The firm focuses on financial technology, communications and media sectors. It provides financing for later stage capital requirements.

Provides banking services