Robert D. Damigella

Provides wealth management, investment banking and advisory services

Provides brokerage services

Provides financial services

Functions as a College/University

Functions as a College/University

Legend Merchant Group works to develop an investment strategy consistent with each individual client’s investment objectives, financial and tax status, risk tolerance and time horizon. The firm does not employ a particular type of advisory service or specialize in a particular type of advisory service. However, Legend generally seeks to identify and invest in undervalued micro-cap stocks. Strategies used to implement investment advice include long-term purchases, short term purchases, trading, short sales, margin transactions, and option writing. The firm utilizes the following types of investments: equity securities, including exchange listed securities, securities traded over-the-counter and foreign issuers; warrants; corporate debt securities; municipal securities; and mutual fund shares.

AmericaVest Capital Management focuses on investments in distressed mortgages. The firm analyzes mortgage loans, mortgage-backed securities and related hedging vehicles in construct portfolios that target absolute returns and outperformance of the equity and bond markets, with low volatility

AmericaVest Financial's primary objective is to grow and preserve their clients' capital. The firm manages assets for private and institutional clients on a fully discretionary basis. They employ advanced analytical tools to conduct capital market and fund management research which they use to turn global investment insights into efficient portfolios which are customized to meet each client's long-term or short-term goals and risk sensitivity. AmericaVest offers a comprehensive range of products and services including: (1) mutual fund advisory programs (2) ActivePassive Portfolios (3) separate account programs (4) unified managed accounts (5) fixed and variable annuities (6) ETFs (7) offshore funds (8) alternative investments and (9) hedge funds. AmericaVest offers a highly customizable mutual fund advisory program. This program allows clients to develop the optimal asset-allocation strategy, ensuring that investments are well-diversified and balanced. Changes and trends in the markets are monitored and holdings are adjusted accordingly. AmericaVest uses professional money management advisors, to allow clients to: (1) select or define asset their allocation strategy (2) select or define and place restrictions on the mutual fund universe (3) choose from the entire mutual fund universe available through the custodian and/or (4) provide rebalancing and variance tracking to their accounts to stay on track. The firm's separate account solution offers clients: (1) access to world-class investment managers (2) a rigorous investment due-diligence process and (3) sophisticated, timely research support and investment services. In addition, AmericaVest offers ActivePassive Portfolios. Each portfolio is comprised of a family of mutual funds, which are invested in a blend of actively and passively managed strategies, with the objective of gaining the benefits and minimizing the challenges of each. These investment models provide a comprehensive solution for clients with varying risk profiles, ranging from aggressive to conservative. AmericaVest's Unified Managed Account Platform (UMA) is a turnkey unified managed account program. The AmericaVest UMA combines multiple affiliated products in one core account including: (1) multiple investment products including separate accounts and mutual funds (2) multiple investment styles and investment managers available within numerous model portfolios, standard and tax-sensitive asset allocation models (3) an overlay management process in which one objective overlay team aggregates investment decisions and acts on individual customer needs (4) portfolio customization options and tax management opportunities and (5) consolidated reporting and comprehensive asset allocation. AmericaVest also offers innovative variable annuity products that have the ability to include a wider range of taxable investments and tax-deferred annuity products within a consolidated portfolio. AmericaVest's investment solutions include a number of ETF program offerings. These offerings provide: (1) the trading flexibility of individual stocks, with the diversification and low expense benefits of index funds (2) an additional investment choice in model portfolios or included as an option in the rep-managed programs and (3) integration with AmericaVest's mutual fund wrap program. AmericaVest runs a number of investment management programs that invest in offshore mutual funds from an array of well-known fund families. These programs offer a variety of investment funds designed specifically for non-citizens and non-residents of the US. AmericaVest also offers clients access to a range of alternative investments, including funds-of-funds.