John Huber

Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services

RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management.

Galliard believes the role of fixed income is to generate income while providing safety of principal. The firm employs a stable, consistent, and repeatable investment style that seeks to deliver competitive risk-adjusted returns. Their fixed income portfolios are managed by blending top-down and bottom-up disciplines into the overall investment decision-making process.

Functions as a College/University

Functions as a College/University

PMA is a research driven advisor emphasizing a bottom-up and top-down fundamental investment approach. The firm seeks to preserve and maximize portfolio returns through a disciplined investment process and aims to strategically diversify portfolios across allowable sectors while carefully managing risk as market conditions change.