Amy C. Bass

HHA seeks to minimize risk and preserve capital in down markets. The firm invests only in companies they believe to be strong, stable, and that can prosper despite competition, recession, inflation and other hazards of the marketplace. They believe that the stock values of these companies will lead to long-term wealth creation. HHA invests mainly in US equity securities with a focus on growth-oriented companies. For fixed income securities, the firm uses US Treasury securities of intermediate to short-term maturity, or very high-grade municipal bonds, when available.

Functions as a College/University

Janney Capital Management (JCM) seeks to deliver competitive investment results through all market conditions while managing risk appropriately. From macroeconomic analysis and strategic asset allocation to fundamental analysis, diversification and rebalancing, the firm applies the basic principles of asset management is a responsible manner. To manage risk, they diversify assets within the equity market by sector, market capitalization and geography. Within the fixed-income market, JCM diversifies by issuer, duration/ maturity and sector. Then they overweight or underweight different market components as economic conditions change. JCM employs a value-oriented approach when evaluating investment opportunities and select investments for portfolios by carefully balancing both potential investment return and risk. Principal protection is an important focus of their portfolio management process. The firm avoids market timing because they believe this strategy doesn't deliver reliable results over time. Rather, based on economic and financial market developments, they invest and adjust portfolios to capitalize on market potential. JCM's separately managed investment solutions include: (1) balanced accounts (2) tactical asset allocation strategies (dynamic funds) (3) separately managed accounts featuring exchange-traded products (ETPs) (4) equity strategies (5) taxable and tax-exempt fixed income strategies (state-specific when applicable) and (6) separately managed accounts using mutual funds and ETPs.

Functions as a College/University