Bob Burke

LB&C actively manages long-lived capital in a fully discretionary, fiduciary capacity and provides clients with a global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. The firm constructs portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. For those clients seeking a single strategy, they may be engaged to manage a proprietary equity or fixed income portfolio.

Provides assurance, auditing, tax, legal, technology and consulting & managed services

Functions as a College/University

TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes.