Scott Michael Swanson

Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate.

Robert Bender & Associates seeks to invest in securities with high growth rates and potential for long-term capital appreciation. The firm specializes in the management of equity and balanced asset portfolios for capital appreciation in the domestic and international markets.

Covington aims to protect and grow capital through a disciplined investment approach that emphasizes consistent returns through active management. The firm invests in equities, fixed income, mutual funds and exchange traded funds (ETFs), cash/cash equivalents, and a selection of alternative securities. They employ bottom-up fundamental research as well as top-down business cycle analysis. Covington seeks to reduce risk by investing in highly predictable businesses.

Functions as a College/University

Provides brokerage services