Jon Michael Morgan

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.

Provides brokerage services

Holderness generally invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (ETFs). The firm’s investment selection process is rooted in an in-depth bottom-up company analysis while acknowledging their consensus macroeconomic outlook.

Provides securities brokerage and investment management services

Functions as a College/University

Morgan Capital Managers manages a small-cap long/short equity hedge fund.

Provides investment advice