Rob B. Carroll

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

Golden Capital Management's (GCM) offers several domestic and international equity investment strategies, each of which is invested primarily in exchange-listed equity securities. In general, the firm avoids investments in IPOs and private placements. GCM’s investment decision making processes are based on quantitative models that they rely on to make securities buy-sell recommendations and constructing portfolios. GCM uses these models to evaluate financial data concerning thousands of publicly-listed equity securities. With respect to certain of their strategies (i.e., Large Cap Core, SMID Cap Core and Small Cap Core), GCM generally avoids investments in issuers for which the primary industry classification is alcohol, gaming or tobacco. GCM also provides investment advisory services in connection with various managed account programs, including, wrap account programs and model-portfolio programs. GCM’s stock ranking models apply concepts rooted in fundamental analysis. The models assess companies with regard to, among other things, valuation, earnings, and quality; and that assessment is translated into rankings/scores that identify companies as relatively more or less attractive than others. GCM believes that a company with a better ranking is more likely to outperform, on a total return basis, another company with a lower ranking, all things being equal. Accordingly, the firm's investment process is designed to construct portfolios that are typically overweighted in higher-ranked companies, and underweighted in lower-ranked companies. GCM’s discretionary domestic strategies include: Large Cap Core, SMID Cap Core, Small Cap Core, Enhanced Large Cap, Enhanced U.S. Large Equity, Enhanced U.S. Equity Market, Small Cap Equity, Dividend Income, and S&P 500 Equity Index. GCM’s discretionary international/global strategies include: Global Equity Yield, International Small Cap, and International Developed Markets.

Functions as a College/University

Functions as a College/University

Provides legal services

SIMG is a long-only manager that specializes in domestic equity investment management focused on small and mid-capitalization growth companies. The firm’s bottom-up portfolio construction process yields a blend of Core Growth and Earnings Catalyst stocks to position the portfolio for varying market conditions.

Provides legal services

The Virginia Bar Association is a voluntary statewide organization of legal professionals committed to upholding the rule of law and enhancing the legal profession. The non-profit company is based in Richmond, VA. It offers members benefits such as access to exclusive content, registration discounts, and professional support. The association comprises groups including divisions, law sections, committees, and councils that foster networking, leadership, and expertise in various legal areas. Members can participate in continuing legal education programs, webinars, and social events. The association provides resources like publications, legislative advocacy, practice management tools, and a member directory. Through its foundation, it supports educational and service initiatives, promoting community, professional growth, and leadership within the legal community.