Donna Christensen MacDonald

Provides fund administration and back office services within the alternative investment sector

BIP invests in a variety of investment types. Investments are determined based upon the client’s investment objectives, risk tolerance, net worth, net income, time horizon, tax situation and various suitability factors. The firm seeks to build portfolios that blend public market investing with additional portfolio diversification through private market, alternative investments. Their investment approach is firmly rooted in the belief that markets are fairly efficient and that investor’s gross returns are determined principally by asset allocation decisions. BIP favors small and value stocks as it shown to provide superior returns over time, and around the world.

Provides investment management services

Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors.

Provide employee benefit consulting and administrative services to clients and brokers