Matt Malaney

Provides wealth and asset management, trading & investment banking services

TD Banknorth Wealth Management Group's (TDB) investment process combines diligence and focus with continuous client communication. Their multi-disciplinary team approach constructs each portfolio individually. The firm focuses on increasing after-tax returns and is an advocate of long-term investing. TDB's large/mid-cap core strategy includes investing in stocks of companies utilizing a blended style of investing by using both a growth-based or value-based strategy. The firm selects economic sectors and industries with a potential for above average growth for a five-year or more period. They seek to identify companies that offer secular growth driven by factors such as technological changes and demographics and avoid industries subject to heavy governmental regulation or dependence on commodity pricing for growth. TDB employs fundamental research to identify companies with histories of sustained profitability and leadership within their respective industries. Their primary focus is on the core earnings power of the company and their ability to provide above-average growth in revenues, earnings and cash flows for a multi-year period. Typically, this investment strategy focuses on companies with moderate to high p/e ratios and dividend yields that are generally lower than the overall market. Though not limited by sector, TDB tends to invest in the stocks of US large-cap companies in the finance, energy minerals, producer manufacturing, consumer non-durables and health technology sectors. The firm maintains a low turnover rate.

Functions as a College/University

Securities brokerage

Investment management

Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.

Operates as an association of investment professionals

BFM invests in a wide range of investment securities including stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), and Real Estate Investment Trusts (REITs). The firm can invest across all investment styles and sizes. They utilize a global perspective, investing in US markets, developed foreign markets, and emerging foreign markets.