Rick Bleser

Paradigm employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact on undervalued small-cap securities. The firm looks for what they believe to be high-quality companies trading at discounts to their assessment of intrinsic value. They strive to achieve this by combining a long-term, high-conviction approach with meticulous, independent research. Paradigm conducts disciplined fundamental research to identify mispriced small-cap equities whose short-term pricing does not accurately reflect the true earning potential of the company.

Goldman Sachs Wealth works with clients to understand each client’s risk tolerance, investment objectives, and investment attribute preferences, and to determine an appropriate asset allocation and portfolio construction. They invest in a variety of asset classes and investment vehicles that may include mutual funds, exchange traded funds (ETFs), exchange traded notes, equity securities, options, fixed income securities, or other types of securities.

St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing.

Meridian Capital Partners (MCP) manages are funds of hedge funds that utilize a multi-manager approach to investing in securities and employ either a diversified or hedged equity investment strategy. The funds, either directly or through a master-feeder structure, invest substantially all of their assets in a diverse group of privately-offered investment partnerships, companies and similar entities. The underlying managers chosen by Meridian, however, may make a variety of investments including stocks, bonds, options, warrants, currencies, futures contracts, commodities, partnership interests, precious metals, money market instruments, debt securities, or other ownership interests and indebtedness. The underlying managers also have authority to utilize a variety of specialized investment techniques, including short-selling and leverage. Through their multi-manager investment, Meridian engages in either a diversified or hedged equity strategy. Meridian’s diversified strategy seeks to preserve capital and achieve superior risk-adjusted returns, generally by allocating fund capital between approximately 20 to 35 underlying managers. Meridian’s hedged equity strategy seeks more ambitious return potential, generally allocating fund capital to fewer underlying managers.

Functions as a College/University

Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients.