Jolie Kay Keller

Pegasus Partners works with each client to establish and adopt an asset allocation strategy which works in conjunction with the client’s overall wealth management plan. The firm considers the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high-quality bonds, with higher return seeking asset classes such as public and private equity investments. Most of the portfolio is typically invested with third-party managers or in mutual funds and ETFs.

Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.

Morgan Dempsey’s equity investing strategies apply a value discipline and a fundamental research approach with the goal of producing a defensive portfolio that generates competitive risk-adjusted and absolute returns over a market cycle.