George Pickral

Provides brokerage services

IMVA offers several equity-based investment management styles and tailored programs to meet their client’s individual preferences. The firm has a long-term focus in their investment styles. Portfolio turnover in their strategies is typically between 10 and 40 percent, indicating that they hold stocks for an average of two to five years. The relatively low turnover improves the potential for tax-efficient, compound growth. Low turnover also reduces trading commissions and fees.

Davenport uses a team approach to analyze and select investment ideas. Investment decisions are made by a majority vote of the Investment Policy Committee.

Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities.

ACK advises clients pursuant to a long/short equity strategy focused on small and mid-cap stocks with the potential to deliver significant capital appreciation and strong absolute returns with strong capital preservation characteristics. The firm looks for fundamental changes in companies and catalysts that can drive growth. They typically use FCF yield as an important valuation metric and generally build their own detailed earnings and cash flow models for its investments, creating bottom-up estimates utilizing publicly available information from management, customers, suppliers and competitors.

Functions as a College/University