Walter Clark

Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.

Functions as a College/University

Engages in the provision of community re-creation and social services

Fort Sheridan follows a long-term, value-investor approach regardless of the asset class, focusing on the global equity, fixed income, foreign exchange, commodity, and credit markets. The firm manages client portfolios based upon their individual needs, financial circumstances, and specific requirements.

Acts as Hedge Fund