Mark Joseph Reed

NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns.

BOIA offers a Low-Volatility Equity strategy which pursues a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. The firm utilizes a fundamental, bottom-up approach on investments in 15 to 20 US domiciled large- and mid-cap common stocks. They seek excellent, well managed business platforms capable of generating consistent and growing cash flows. BOIA invests in a portfolio of companies that have a proven track record of growing earnings at a credible 9% to 11% per year.

Functions as a College/University

Functions as a College/University

WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.