Ty Sanders

Smith Group applies an engineering approach to investment management. The firm leverages technology and fundamental research to identify companies with undiscovered growth potential, creating portfolios designed to produce attractive return patterns. Using both quantitative and qualitative analysis, they invest in high quality companies poised to accelerate earnings growth and exceed investor expectations. Smith Group invests, under normal market conditions, in common stocks and other equity securities. These securities may be traded over the counter or listed on an exchange. Reasons to sell a stock may include: negative earnings forecast or report, valuation concerns, company official’s downward guidance on company performance or earnings, or announcement of a buyout.

Hillcrest offers advice on exchange-traded and over-the-counter equity securities through their three products: Small-Cap Core, Mid-Cap and Small-Cap Value. The firm utilizes a deep understanding of Behavioral Finance to capture pricing inefficiencies created by market biases. They rely equally on valuation, growth, and sentiment to identify stocks that are at an attractive phase of the Behavioral Cycle and thus likely to outperform. Hillcrest looks for companies that have been unfairly discounted yet have strong balance sheets and excellent expected forward earnings growth. They invest in small-cap stocks primarily from the Russell 2000 Value Index.

Evermore employs a special situations investment strategy across three geographies: Global, European, and International. To achieve the investment objective of the strategy – capital appreciation – the firm invests primarily in equity securities of companies that are believed to be both significantly undervalued and undergoing strategic change (special situations). Evermore invests in securities of issuers located in any country of any market capitalization, and of any industry. The firm builds detailed, bottom-up fundamental financial models that are used as a basis for all parts of the research process, including but not limited to its valuation, scenario analyses, catalyst assessments, and risk management.

Functions as a College/University

Functions as a College/University

Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.

The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.

Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients.

Provides investment advice