Brian Weisenberger

GPB Capital invests in middle market companies located in the United States. The firm focuses on auto retail, healthcare, waste management and information technology. It provides financing for buyout transactions.

Kensington specializes in data-driven, quantitative decision models that apply to the Equity and Fixed Income markets. The firm aims to generate steady, above-average positive returns with low volatility and downside exposure by employing an investment methodology that has the potential to recognize and measure consistent and repeating behavioral patterns in the financial markets.

ACM seeks to help their investors participate in the gains available from financial markets, while mitigating the downside risk. The firm believes in long-term capital appreciation with a short-term focus on capital preservation.

Ironwood manages client portfolios on a discretionary basis with the goal of achieving the client’s longer-term objectives. The firm allocates investment assets consistent with the designated investment objectives of the client. Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives.

ICMC’s security analysis methods include fundamental analysis, technical analysis, and cyclical analysis. They employ a broad range of investment strategies to implement the investment advice they give to their clients including long term purchases (securities held at least a year), short term purchases (securities sold within a year), short sales, margin transactions, and option writing including covered options, uncovered options, or spreading strategies.

Trust Point aims to preserve and increase client’s wealth, in a manner that serves their values.

Acts as a financing subsidiary/Special purpose entity