Steve Demirjian

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.

Essex specializes in domestic (US) growth equity strategies. The firm employs fundamental research combined with active portfolio management for the selection of equity investments. They combine bottom-up stock selection with top-down secular trend analysis for portfolio management process.

Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics.

Functions as a College/University

Functions as a College/University

ICM uses a strategic asset allocation methodology that seeks to reduce risk and volatility without sacrificing long-term returns. The firm manages assets using diversified, global, multi-asset class portfolios that are generally made up of mutual funds and exchange traded funds (ETF).

Reviresco has expertise in small/mid-size US growth stocks, with a particular emphasis on Information Technology and Consumer Discretionary companies. The firm believes that active stock selection is still the best way to outperform the markets.