John A. Appleby

Needelman Asset Management manages value-oriented investment portfolios that seek long-term capital growth. The firm builds conservative, broadly-diversified portfolios of high quality stocks and bonds. They tend to invest in large-cap value equities. Needelman seeks superior rates of return over the long-term though investments in the high quality, dividend paying securities of industry leading companies that have a proven history of success. The firm looks for companies with strong financial characteristics and sound economic fundamentals. Companies must also be reasonably priced to qualify for investment. In addition, Needelman looks for the existence of a catalyst that can create shareholder wealth that will be reflected in the stock price. They seek companies with strong balance sheets, good cash flow and appropriate leverage. The company's profits must be reinvested productively and its business must be large, stable and growing. The firm offers the follow portfolio products: ValuePLUS Equity, ValuePlus Balanced and International ValuePLUS. The products are all managed to clients' individual objectives, seek superior risk-adjusted performance, are true to style over time and are sensitive to each client's tax situation.

Provides investment advice

Forward Management offers investment management and advisory services in the following investment strategies: US Dividend Signal Portfolio, International Dividend Signal ADR and Institutional Portfolio, Global Dividend Signal Portfolio, Small-Mid Core Portfolio, Global All-Cap Dividend Signal Portfolio, Tactical Growth Portfolio, and Adaptive Income Portfolio. The US Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in larger, established companies located in the US. It invests primarily in high quality common stocks that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Global Dividend Signal Portfolio seeks to provide long-term capital appreciation and dividend income by investing primarily in companies located around the world. It invests primarily in common stocks and ADRs that regularly pay dividends. Investments are selected based on higher relative dividend yields, dividend growth potential, and anticipated stock price appreciation. The Small-Mid Core Portfolio seeks to achieve above-average returns by constructing a style and sector diversified portfolio of small- and mid-sized company stocks. It invests in companies with earnings primarily focused on one business with reasonable valuations. The Global All Cap Dividend Signal Portfolio is a combination of the Global Dividend Signal and Small-Mid Core Strategies. The Tactical Growth Portfolio seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the market itself. It is designed to evaluate potential long and short investments in an attempt to isolate those securities believed to be undervalued or overvalued relative to their intrinsic value and offer the greatest risk-adjusted potential for returns. The Adaptive Income Portfolio seeks to produce the highest level of income given a target level of risk. It invests across a diverse range of ETFs and dynamically adjusts the portfolio’s mix of assets to adapt to changing markets conditions.

Functions as a College/University

Provides investment advisory services