Jane Snorek

Columbia Wanger provides professional management of global equity assets using in-house resources to seek superior long-term results. The firm follows a fundamental, research-intensive investment style characterized by unconventional stock picking and a multi-year time horizon. Their investment style can be best described as growth at a reasonable price (GARP). CWAM invests client assets in certain small to medium-cap companies, both US and foreign, that they believe have growth potential, financial strength and fundamental value. Although the firm invests their managed assets primarily in equity securities, they may also invest in other types of securities.

Oberweis is an active investment manager that employs a bottom-up, fundamental-research based investment approach. The firm seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide.

Oak Ridge aims to achieve superior returns over a full-market cycle while taking less risk. The firm performs bottom-up analysis of companies to evaluate if they meet their investment criteria and they consider cyclical and other factors to in part determine sector and industry weightings.

Monetta offers two funds, the Monetta Fund and the Monetta Young Investor Growth Fund. The Monetta Fund offers a more traditional stock-picking fund focused on growth companies, while the Monetta Young Investor Growth Fund seeks long-term capital growth by employing a symbiotic passive/active investment approach. Both funds offer a low minimum investment to open an account, making them an attractive choice for many investors.

USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield.

Functions as a College/University

Functions as a College/University

NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.