Colleen Doyle

Provides insurance agency services

SCM’s investment approach is based on asset allocation and diversification. The firm seeks to achieve consistent above-average returns over full market cycles by appropriately allocating funds between major asset classes to meet each client's specific return and risk objectives. To manage risk, SCM diversifies portfolios across various sectors and individual securities. Portfolios are continuously monitored and periodically rebalanced as market conditions and the relative valuations of asset classes and individual securities change. SCM's strategies include balanced asset allocation, domestic equity, ETFs, international equity, and equity REITs.

GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.

AZA specializes in building custom portfolios designed to adjust to changing market conditions. The firm strives to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down. AZA employs quantitative analysis and qualitative research of the US and global economies, financial stress indicators, market valuations and trends, and various types of securities when formulating investment advice and managing assets. Portfolios are generally tailored to a client's personal goals, investment objectives, risk tolerance, and financial circumstances.