Teri LaMar

Cornerstone Advisors is a growth manager that focuses on investments in the stocks of US large-cap companies. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, energy minerals, technology services and electronic technology sectors. They maintain a medium turnover rate

Functions as a College/University

Functions as a College/University

Filament manages investment portfolios on both a discretionary and non-discretionary basis. Their investment strategies are designed for investors with a long-time horizon and an appreciation for an institutional investment style. The firm invests broadly across the capital markets, in major asset classes both domestically and globally. They employ both passive and active investment strategies. Passive strategies attempt to achieve benchmark-like results. Active strategies attempt to outperform and/or manage risk versus a relevant and appropriate benchmark through the application of portfolio management techniques and/or manager skill. Filament utilizes a range of strategies that historically have performed differently in varying capital market environments.

Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research.