Darren Lane Whitehurst

WCM specializes in equity, fixed income and balanced portfolio management. For their growth investments, the firm focuses on asset class allocation by using ETFs. For alternatives, they use structured notes, principal protected notes and mutual funds.

Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics.

First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities.

Provides financial instruments, securities brokerage and investment advisory services