Ron F. Gibbs

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Provides risk-managed investment strategy, manages equity, fixed income and money market services

Platte River Capital's investment style involves purchasing common stocks of all sizes. The firm combines analysis of macro economic factors and larger investment themes with individual stock selection, seeking companies that they believe are attractively valued and have the potential for improved cash flow and earnings. This is an active strategy with emphasis on risk management. Platte River typically invests client assets in publicly traded equities. To a lesser extent, they will employ the use of ETFs; fixed income instruments issued by corporations, government entities and agencies; and mutual funds. Platte River may recommend certain partnerships to clients, if appropriate for their specific investment goals.

Functions as a College/University