Chuck Ray Craig

FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.

Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.

Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate.

Exchange Traded Fund

Exists as exchange Traded Fund

Functions as a College/University

Functions as a College/University

GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies.

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