Jim Wright

MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.

Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component.

PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities.

Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability.

Provident Trust aims to utilize a multi-cap core growth equity strategy with the goal of exceeding inflation and the S&P 500 over full market cycles. Stocks of small, medium and large-cap companies are used with emphasis on the company size that represents the best relative value. Only US securities or American Depository Receipts (ADRs) of foreign securities are purchased and held in the portfolio. Provident Trust employs a Growth-at-Reasonable-Price (GARP) equity investment discipline and their bottom-up stock selection process focuses on companies with above average historical sales and earnings, and outlook for continuation those trends.

Schuylkill Capital Management (SCM) builds portfolios in which the equity portion is made up of large-cap and mid-cap companies diversified across broad sectors including Finance, Consumer Goods and Services, Industrial Goods and Services, Technology, Health Services, Utilities and Telecommunications. SCM invests in companies with leading market franchises, strong balance sheets and favorable trends in cash flow and earnings. Their research efforts consider the company's potential for revenues, existing margins and earnings prospects, quality of earnings and a determination of fair value. In selecting stocks, price to cash flow their primary valuation determinant. They also evaluate price/earnings and price/book values. SCM then looks for a catalyst that will drive the price of the stock upward. A typical portfolio consists of about 35-40 stocks diversified across industries. They combine higher and more volatile common stock returns with lower and more stable fixed-income returns to meet clients' specific needs.

Functions as a College/University

Functions as a College/University

Harvest invests in stocks and bonds, exchange-traded funds and mutual funds for its clients. When the firm purchases an individual stock, they look for those that pay a dividend, or will soon pay one. When they purchase individual bonds, the firm looks for bonds considered investment-grade by the ratings services, Standard & Poor’s and Moody’s.