Glenn N. Switzer

Seligman manages portfolios employing a team approach. Each investment team leader is a Managing Director. Their investment teams conduct primary research on all securities considered for inclusion in their portfolios. Their research on potential stock purchases includes on-site visits and one-on-one meetings with management to assess the quality, prospects and direction of a company. Seligman takes the following steps to address investment risk in the portfolios: minimal-to-no cash positions, fundamental research, close management contact and continuous evaluation of their holdings. Their analysts are organized by industry specializations. The investment decision-making process is overseen by the CIO and implemented by each team leader.

GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework.

Functions as a College/University

Provides securities brokerage services