Dean Karrash

Engages in acquisition, exploitation, development and production of oil and gas properties

Walnut's Large Cap Relative Value Equity portfolio is invested in large, profitable, high quality companies with low relative valuations across all market sectors. They seek value versus the S&P 500, industry peers or historic valuation levels. Their Mid Cap Value Equity portfolio is invested in stocks representing companies generally associated with the S&P 400 and Russell Midcap indexes while maintaining strict value characteristics within portfolios. The Active Index Core portfolio is managed with an ETF strategy that employs a market weighting process. This portfolio is benchmarked to the S&P 500. Walnut's Total Market Plus portfolio is also managed with an ETF strategy and is benchmarked to the Wilshire 5000 and Russell 3000 indexes with an active style, market cap and sector rotation components. Quality is the cornerstone of Walnut's fixed-income philosophy. The firm believes that fixed-income portfolios should be diversified across various sectors, types and maturities in an effort to protect principal, capture value in changing markets and generate consistent income returns. Their investment decision-making process combines the disciplines of total return and income management to form their active income approach. They examine yields in different sectors of the bond market, searching for value in the spreads between taxable corporate bonds and government bonds and between government bonds and tax-free municipals. Accounts are structured to meet specific client objectives while optimizing current income. Sectors that are wider than normal are overweighted and sectors are underweighted when spreads between a particular sector and Treasuries are tighter than the historical norm. Only securities that are rated investment grade or better are purchased.

Provides auditing, assurance, consulting and tax & business consulting services

Provides investment advice

Part of BLB&B Holdings LLC, Burke, Lawton, Brewer & Burke LLC is an independent, employee-owned, multi-custodial financial advisory firm. The company, based in Lansdale, PA, has been providing fiduciary advice, planning, and investment management services since 1964. The company works closely with their clients to develop and maintain personal financial plans that are fully integrated into the management of their assets. The company's holistic focus on the entire client, not solely their assets, enhances the likelihood of success, empowers clients to make smarter financial decisions, and helps to better control risk. BLB&B Advisors serves as the command center for their clients' financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success.

BLBB manages most portfolios on a separate, individualized basis. Some clients may elect to use a model-based portfolio to meet their specific needs. Security selection within investment objectives depend on client-specific characteristics, portfolio size, and client preferences but generally include individual stocks, individual bonds, and Exchange Traded Funds. The firm typically tries to identify high quality securities with attractive valuation and fundamental characteristics. Their security analysis methods include charting, fundamental, technical and cyclical strategies and research.

Provides accounting services

Provides investment advisory services

Functions as a College/University