Michael James Oyster

FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies.

Functions as a College/University

USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles.

Bosun Asset Management specializes in developing and implementing innovative, bespoke trading strategies primarily focused on equities to generate income and enhance investment returns for their clients. The firm believes that active management can reduce the risk of capping upside performance of portfolio holdings.