Richard Elvidge

Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component.

F.L. Putnam is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends.

Maine Bank & Trust Co.'s investment approach is based on the principles of strategic asset allocation and tactical diversification

People's Securities seeks to provide consistent long-term results coupled with downside risk management. The firm offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base. They utilize a systematic allocation process, blending fundamental and quantitative strategies.

Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.

Functions as a College/University