Tim Carver

1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential.

Provides brokerage services

Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies.

Functions as a College/University

Provides private equity investment and asset management services

Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios.

Orca Bay Partners provides capital for growth financings, buyouts, and recapitalizations of companies in the asset and wealth management sectors of the financial services industry. The firm looks for growing, profitable businesses with significant operating leverage and outstanding management teams.

Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.

Northern Lights Ventures invests exclusively in new and emerging money management firms, specifically those that manage funds on behalf of large institutional investors like pension funds and university endowments. They help small money management teams spin out of larger companies or invest in groups of money managers that have recently started their own firm. Northern Lights Ventures provides venture capital for lift-outs, recapitalizations and growth financings.