Jason Steuerwalt

Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets.

Functions as a College/University

LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.

iMGPFM seeks to add value to the Funds they manage through their in-depth investment manager research, which they use to find investment managers who they believe can outperform their appropriate benchmarks and peer groups over the long-term. The firm’s underlying investment philosophy demands that their manager selections be based on a very high level of conviction, so their focus on investment research is a fundamental aspect of their investment services.