Michael S. Calkin

Engages in construction and sale of home & multifamily buildings and provides mortgage financing services

ASBCM’s advisory services encompass discretionary investment advice for strategies in equities, fixed-income securities and real estate investments. The firm is organized into two separate divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBRE). ASBIM offers several different strategies, including two equity and three fixed income strategies while ASBRE provides investment portfolios for clients to invest in commercial real estate properties on a pooled and individually managed basis. ASBRE invests in real property through the acquisition of both equity and debt interests on behalf of its clients.

CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries.

Functions as a College/University

Functions as a College/University

MacroView seeks to understand each client’s core values and then design and implement a comprehensive financial plan and personalized investment strategy. Their primary approach to investing is based on a long-term macroeconomic view of the economy. They employ a top-down approach and use fundamental, technical, cyclical and charting analysis.