Joel Vrabel

Campbell Newman aims to provide attractive risk-adjusted returns within the tenents of a conservative risk profile. The firm manages two products – Large-Cap Dividend Growth and Small-Cap Growth. Both strategies feature high-quality biased, high conviction portfolios. Client accounts in each strategy are generally managed in accordance with a model maintained by their Investment Committee. Their research process is independent and bottom-up.

NISA Investment Advisors seeks to achieve portfolio returns that closely track the relevant benchmark returns. Their secondary objective is to seek to achieve excess returns vis-à-vis the benchmark, commonly known as alpha. The firm strives to structure risk-controlled portfolios with diversified sources of risk.

Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.

Functions as a College/University

Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis.

ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum.

F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing.