Sam Chang

Turner Investment Partners (TIP) provides investment management and distribution services. The firm's investment strategies include: US growth equity, international/global growth equity, long/short equity, 130/30 equity, core/value equity and quantitative equity. TIP invests in growth and value stocks of all market-caps and in bonds of various maturity averages. The firm applies uniform investment processes to all their stock and bond portfolios and mutual funds. Their investment process maintains a strong sector focus. They employ a three-step investment process begins with a proprietary model that uses over 70 factors to screen securities. An analysis that is updated monthly determines which factors can predict strong earnings and growth in each sector. Only those securities that are identified in the top third of their asset class in each sector are targeted for potential purchase. TIP then performs thorough fundamental analysis on potential companies. TIP track a company's money flow and strength relative to its peers and its overall sector. When the fundamentals are strong, the firm uses technical analysis to identify the best time to buy a security. For those products closely tied to a specific benchmark, Turner maintains sector weightings totally in line with the benchmark. A security may be sold if: (1) earnings are lower than expected (2) fundamentals deteriorate and/or (3) if better investment opportunities are identified.

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.

Provides on-line investment banking and brokerage services

Originates mortgage loans and provides loans to small businesses

Functions as a College/University