Sandy B. Carlson

STC-IM primarily offers three investment advisory strategies, Equity, Fixed Income and the innovatETF Strategies® that span multiple investment styles and are designed to serve multiple investor objectives, with active management. Within each of these three major investment strategies, the firm offers various strategy subcategories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by the Investment Policy Committee using a team approach. The goal of the investment processes is to deliver competitive returns versus the appropriate benchmarks for each investment strategy over market cycles.

AMB takes two approaches to investing that emphasize prudent strategy and team collaboration to help build an investment plan for their clients. The firm’s equity and fixed-income portfolio construction processes are based on a combined top-down and bottom-up selection process, utilizing research from investment partners while stressing team collaboration regarding market movements and fiscal issues. Their Portfolio Management Committee (PMC), which is comprised of a portfolio manager/analyst and representatives of their Sales and Compliance Departments, selects specific investments for client accounts through a combination of fundamental and technical methods of analysis.

Eastover Capital combines well-researched equity strategies with investment-grade bond allocations, designed to provide diversified portfolios that minimize risk. The firm’s Equity Strategy invests primarily in large, well-established domestic companies. They search for favorable investment opportunities in companies with strong balance sheets and growing revenues. For clients with fixed income needs, Eastover Capital selects individual bonds to create customized portfolios.

Functions as a College/University

Publishes a local newspaper