Richard Burling

Operates as a nationally chartered commercial bank

Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.

Functions as a College/University

Functions as a College/University

Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis.

ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum.

F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing.