Steve Coker

Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation.

SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client.

Frost Investment Advisors' equity and fixed income strategies provide clients with diversification and are targeted toward balancing risk and return. Their range of style-based investment approaches includes growth equity, taxable fixed income and tax-exempt fixed income.

Functions as a College/University

Functions as a College/University

Silvant focuses on domestic growth equities and seeks to deliver strong investment results that are repeatable and consistent, with client service that exceeds expectations. The firm uses a bottom-up approach to stock selection.

Trusco Capital Management employs thorough analysis of the client, stakeholders, political environment, regulations, assets, liabilities and obligations, risk tolerance, both short-term and long-term objectives and goals, as well any other matters that may impact the institution or the asset pool. Their strategies include: (1) efficient frontier modeling which derives long-term investment solution using expected returns, standard deviations and cross-correlation matrix analysis (2) tactical overlay which evaluates asset class performance looking for extremes and absolute and relative performance and portfolio maintenance strategy which maintains the optimal allocation through systematic and unemotional rebalancing. The firm tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology and technology services sectors. Trusco Capital Management maintains a medium turnover rate.