Sara Jane Walker

BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management.

Associated Investment Management (AIM) employs bottom-up analysis to identify the stocks of industry-leading companies with solid cash flows, technological innovations and consistent annual earnings growth. Portfolios are benchmarked against the S&P 500 index. The firm will consider selling a stock when it meets a target price. AIM combines in-house analysis with research from Wall Street firms.

Functions as a College/University

Kellogg aims to deliver competitive investment performance in a risk-controlled framework. They are bottom-up style managers with a consistent, well-defined process to maintain style integrity. The firm manages risk to preserve capital and continuously evaluates holdings to ensure assets are strategically and prudently invested.

Operates as a trust and wealth management firm

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