Raymond Mow

HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.

AMG manages accounts as capital preservation portfolios that strive for low to no volatility through paired assets-to-liabilities and/or buy-and-hold strategies. The types of assets managed in institutional clients’ accounts generally consist of US Government and US Government Agency securities and money market funds. High-quality corporate debt securities may also be used but are not currently. The type of securities held in each account depends on the investment objectives established for each account. The portfolios are traded only to build and meet clients' required cash flow requirements, rather than attempting total return strategies.

First Foundation Advisors’ investment strategy is primarily focused on achieving long-term results that have favorable risk to reward characteristics. The firm’s individual asset allocation strategies and investment strategies use a flexible open architecture that generally employs multi-assets strategies that utilize a variety of asset classes and/or investment styles and employ a variety of techniques and investment vehicles.

Functions as a College/University

Functions as a hedge fund

IDI is an active manager that invests portfolio companies to larger funding through early stage share listings.

Operates as a virtual asset treasury and provides cryptocurrency mining, technology equipment leasing, & cryptomining systems