Ellen Penrod Abell

CIBC US offer their clients a broad opportunity set across asset classes, geographies and managers to preserve and grow assets. The firm utilizes top-down view of the global economy and market environment. Their objective approach to investment management is designed to optimize performance through multi-asset class, multi-style and multi-manager diversification, while balancing expected return, risk, tax sensitivity and cost.

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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