Tom LaHaise

Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk.

RIG takes a top-down and bottom-up approach to investing. The firm’s core equity investment philosophy focuses on a diversified portfolio of quality companies with consistent revenues and earnings growth that have the potential for superior long-term capital appreciation. They utilize fixed income investments to provide stability of income and capital preservation.

Functions as a College/University

Functions as a College/University

Provides investment advice

Radius primarily employs fundamental, quantitative, and technical analysis methods in developing investment strategies for their clients. The firm uses proprietary buy-and-sell disciplines when selecting and managing investments. Portfolio management strategies are integrated with their investment philosophy.