Chuck Korger

VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations.

Functions as a College/University

Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions.

Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth.

Independence Advisors conducts securities analysis using a variety of software programs to help them evaluate potential investments. The firm's primary method of analysis is the Fama and French 3-Factor Analysis. This analysis is used to evaluate investments and establish the benefits of including them in an investment portfolio. This analysis determines an investments return in terms of 3 factors: (1) exposure to the stock market versus the bond market (2) exposure to large companies versus small companies and (3) exposure to value companies versus growth companies. Independence Advisors' securities advice is not limited to any particular class or type of security. The firm provides advice primarily about no-load mutual funds, but they also advise on other types of securities including equity securities, fixed-income securities, investment company securities and US government and municipal securities.