Diana Joseph

Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process.

MFIM employs a traditional value-oriented investment strategy that spans market-caps. The firm analyzes a vast universe of data in order to select investments that meet their standards of quality and fit within the client’s risk profile. Investments are typically made in mutual funds, equities, fixed income products, and alternative investments. MFIM uses both a top-down approach and a company-specific, catalyst-driven philosophy.

R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.

Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies.

Telemus uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality.

Barrington Strategic Wealth Management Group employs a combination of top-down macroeconomic research and bottom-up fundamental research to select investments. The firm continually evaluates domestic and global economies and markets. Strategies include: All Cap Value, Growth & Value Blend, High Dividend, the Diversifier, Fixed Income and the Comprehensive Strategy. The All Cap Value strategy invests in stocks with market-caps of $200 million to over $50 billion. Barrington looks for companies whose shares trade at a significant discount to their estimate of intrinsic value. Companies should have strong cash flows and an identifiable catalyst to unlock value. The investment horizon is 3-5 years. The Growth & Value Blend strategy seeks to reduce portfolio volatility by incorporating varying market-caps and both growth and value investment styles. The High Dividend strategy invests in equity securities of companies that pay relatively high dividends as measured by yields. Stability and/or growth of dividends and dividend yield may also be considered. The strategy invests across a broad range of market-caps. It is designed for investors who can benefit from the lower federal income tax rates applicable to dividends and/or long term capital gains. Investments are diversified across sectors and industries. Barrington's Diversifier strategy provides exposure to many asset classes such as global equities (growth, value, eclectic, small, mid and large cap); global bonds (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals; currencies; short and long/short funds and other strategies. Investments are made mainly through mutual funds and ETFs. Barrington manages both taxable and tax-exempt fixed income portfolios. Investments include Municipals, Treasuries, Corporates, Agencies, MBS, Global, High Yield and Floating Rate securities. They invest across the maturity spectrum with a bias towards an intermediate duration. Barrington's Comprehensive Mutual Fund strategy is a balanced strategy that invests in a diverse portfolio with exposure to US equities, fixed income, and other asset classes such as global equities, global bonds, precious & industrial metals, currency; and short and/or long/short funds. Investments are made primarily through mutual funds and ETFs.

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