Tim Barrett

Robeco Weiss Peck & Greer Investment provides a broad range of product offerings, including taxable and tax-exempt fixed-income (both investment grade and below investment grade), equity and alternative investment strategies. Products are managed by individual specialized investment teams, each following its own disciplined investment philosophy, process and approach. Investment strategies are offered through separate accounts and commingled and mutual funds, the Robeco Investment Funds.

SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.

Functions as a College/University

Functions as a College/University

Mt. Eden Investment Advisors actively manages their clients' portfolios. They seek to add value through: (1) security and asset selection (2) strategic and cyclical asset allocation (3) risk control (4) tax-sensitive management and (5) customized portfolios addressing unique client objectives. The firm's core equity strategy employs a stock selection process that focuses on fundamental corporate valuation criteria with a slight bias toward growth at a reasonable price (GARP). They invest in the stocks of companies that, relative to the benchmark, have higher earnings growth and return on equity, lower or equal price-to-earnings ratios and lower debt-to capital ratios. In their balanced accounts, portfolio volatility is constrained by a laddered structure of separate bonds typically limited to intermediate term maturities. Diversification is assured through the size and number of positions. Mt. Eden invests in high credit quality ratings, typically A or better. Bond portfolios are not actively traded. The firm makes strategic adjustments in portfolio structure to capture opportunities based upon interest rate cycles, yield curve shifts and credit spreads. Mt. Eden also offers access to equity, fixed-income and alternative strategies through the use of outside managers. Equity strategies accessed through outside managers include international developed markets, international emerging markets and the small- and mid-cap markets. Fixed-income strategies accessed through outside managers include taxable investment-grade or high-yield corporate bonds, taxable and tax-exempt inflation-protected bonds and international fixed-income. Alternative investment strategies accessed through outside managers include multi-strategy hedge fund of funds, absolute return hedge funds and long/short hedge funds. Mt. Eden develops incremental diversification plans which move toward optimal risk/return characteristics over several tax years.

Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.