Craig Barton Burger

Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth.

BLA takes a rigorous approach to equity selection. Their core equity strategy is designed to provide their clients with broad sector diversification in large-cap growth and value companies. Their initial position is index neutral. They then over- or underweight certain sectors of the S&P 500 based on research and outlook. The firm believes this discipline to be the bedrock to their client's investment portfolio. Their focus is on long-term growth and low portfolio turnover to maximize tax efficiencies. The firm's fixed-income discipline takes a structured approach with a bias toward high quality, liquid securities. BLA matches their client's fixed-income portfolio to the client's income needs. Tax efficiency and objectivity guide their fixed-income oversight. They believe that their day-to-day involvement in the fixed-income markets gives them a knowledge base and executional strength that translates into added value for their clients. Although BLA's scope of skills and experiences is broad, they recognize there are circumstances in which it may be useful to call upon investment disciplines that are not practiced in-house. They therefore maintain strong alliances with outside managers in a variety of investment disciplines to ensure proper diversification. They have created alliances with managers in the following specialized disciplines: deep value, small-cap and international equity, private equity/venture capital and hedge funds.

Covington aims to protect and grow capital through a disciplined investment approach that emphasizes consistent returns through active management. The firm invests in equities, fixed income, mutual funds and exchange traded funds (ETFs), cash/cash equivalents, and a selection of alternative securities. They employ bottom-up fundamental research as well as top-down business cycle analysis. Covington seeks to reduce risk by investing in highly predictable businesses.

Functions as a College/University

Functions as a College/University

CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures.