Alex Phillips

Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%.

Croft Leominster's primary goal is to obtain capital appreciation while limiting exposure and risk. They attempt to reduce risk by holding a diversified portfolio of stocks they feel are undervalued. They occasionally take positions that may be considered contrarian in nature. The Value Fund is managed with a value-oriented, partially contrarian, investment philosophy. The Fund focuses on companies with low valuations relative to future earnings growth, cash flow and asset values. Through a carefully selected diversified portfolio of undervalued securities, the Fund attempts to achieve above-average returns with reduced risks. The portfolio of the fund will generally have a lower forward-looking p/e ratio than the market. The Income Fund is invested in a diversified portfolio of corporate bonds and other fixed-income securities. Croft Leominster's fixed-income investment philosophy is to maximize total return while seeking a high level of current income. The Fund holds numerous issues across various industries in order to minimize both credit and event risks. The Fund is primarily invested in securities that are rated investment grade by the major ratings agencies.

Functions as a College/University