Barry Philip Julien

Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth.

MIM is conservative in their approach to portfolio management, employing a consistent, thorough, and disciplined methodology. Their goal is to maximize the real return of a portfolio within the unique risk parameters and objectives of each account. The firm analyzes the investment environment, paying careful attention to interest rates, inflationary expectations and economic growth. This analysis, combined with proprietary models, helps determine the appropriate maturity target and asset allocation for each account. In addition, relative valuation analysis is utilized at both the asset class and security level. High quality investments such as U.S. government and agency bonds, investment grade corporate and municipal bonds and top-quality MBSs comprise each account. Their equity investments are bond substitutes, employing high-yielding, bond-like securities, usually electric utility stocks for clients with longer time horizon.

First Western Investment Management offers stand-alone , equity and absolute return investment strategies. The firm also works with clients to provide objective-based solutions and fully diversified portfolio offerings. Fixed-income strategies are offered through their Los Angeles-based affiliate, First Western Capital Management. First Western Investment Management's equity strategies include: core, dividend/income and growth. The firm tends to invest in the stocks of US mid-cap and large-cap companies in the healthcare technology, electronic technology and technology services sectors. Although most of their investments are in the US, they also invest in Europe, the Middle East, Asia and Latin America. First Western Investment maintains a very low turnover rate.

Functions as a College/University

Functions as a College/University

FWCM employs sophisticated planning strategies and institutional-quality investments to customize a portfolio based on client’s goals as well as their investment objectives, risk tolerance, and liquidity needs. The firm tailors an investment portfolio based on a long-term investment management philosophy and an understanding of risk that’s rare in this business. Their methodology combines top-down and bottom-up analysis to determine sectors and securities that they believe offer the most attractive risk-adjusted returns over complete market cycles.

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.

OCA manages investment products which include corporate bonds, municipal bonds, cash instruments, mortgage-backed securities, asset-backed securities, and government securities.