Rachael Davis

Bowling Portfolio Management, Inc. (Bowling) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1982 and is a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX), an independent asset and wealth management company in Canada. Bowling provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations and corporations. Their Large-Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.