Matt Steadman

Rainier invests primarily in equity securities of foreign developed and emerging market companies that are small- to mid-sized at the time of purchase. In selecting securities for purchase, the firm focuses on companies exhibiting a clear catalyst for positive change in the business that can lead to sustained earnings growth. They focus on companies that it believes have sustainable competitive advantages, strong market positions, disciplined management, and attractive relative valuations. Rainier selects stocks of companies it believes will increase in value over time and makes investment decisions based primarily on an analysis of individual companies, rather than on broad economic forecasts.

Chinook Capital Management invests in companies that have records of successfully managing and growing shareholder capital. They invest in companies with high and stable earnings growth. Chinook looks for reasonably valued stocks of quality companies, employing an investing style based on buying growth at a reasonable price. The firm's core equity investments include 40 high-quality stocks with the following characteristics relative to the S&P: higher returns on equity, higher earnings growth rates and valuations (P/E multiples) which are comparable to the index. These stocks are actively managed by the firm and include both large-cap and mid-cap stocks. They also utilize various mutual funds for further diversification and to take advantage of investment expertise that they think will add value. Chinook has mutual fund exposure to domestic and international stocks, large-cap to small-cap size classifications and growth and value styles. The firm looks for companies with the potential for above-average earnings growth. They primarily invest in companies that promise high relative growth but not hyper growth. They also require a reasonable relationship between this growth and valuation. Chinook's quantitative techniques are applied against the Compustat database which allows them to analyze about 15,000 large-cap and mid-cap companies. In addition, the firm offers balanced and fixed-income investment strategies.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

Provides investment advice