Nicholas Frank MacDonald

Granite is a disciplined long-term, value-oriented investor. The firm uses fundamental and quantitative analysis of individual equity (stock) and fixed income (bond) holdings to create investment portfolios for clients.

PEG Capital Management is a value-based manager with a strong bias toward high quality investments. Investments are made on a stock-by-stock basis. They invest in large-cap equities in the US and Europe. PEG's approach is to buy financially strong companies at depressed prices, below average valuations and above average current income yields. Investments are held as long as the underlying companies make fundamental progress or do not become grossly overvalued.

Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.

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