Frank McNamara

Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas.

Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified.

Commonwealth offers an array of securities products, including common and preferred stocks, municipal, corporate, and government fixed income securities, mutual funds, exchange-traded products (ETPs), options and derivatives, unit investment trusts (UITs), and variable insurance products. The firm’s advisory services platform also allows advisors to offer clients managed account investment options through their Preferred Portfolio Services (PPS) program and unaffiliated third-party asset manager (TPAM) programs.

Functions as a College/University

AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.