David Spika

Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors.

GSCM focuses on Christian-oriented investments and utilizes an active, multi-manager investment process to provide their investors with strategic access to the global financial markets. The firm uses qualitative and quantitative research from various internal and external sources to select and monitor the sub-advisors and other investment management firms, who provide day-to-day portfolio management for those clients’ accounts. Their goal is to emphasize the desirable risks at both the Fund and sub-adviser levels, as the firm believes they provide investors with the greatest opportunity to realize strong risk-adjusted returns.

Provides investment advice

Functions as a College/University

The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.