Matthew Anthony Lemme

Highland Capital manages fixed income and equity portfolios. The firm’s equity investment philosophy is geared toward identifying and investing in equities that they believe will generate above market returns with below market risks. Their investment process utilizes proprietary and quantitative models in conjunction with a detailed research process to select the companies to invest in from the S&P 500 for our equity portfolios. For fixed income securities, Highland Capital aims to achieve returns that are above the market average while holding volatility at or below that of the market over an interest rate cycle.

Provides brokerage services

NXG Investment Management primarily invests client accounts in the following types of investments: Upstream Energy Companies, Midstream Energy Companies, Downstream Energy Companies, and North American Renaissance Companies, NextGen Infrastructure Companies, Clean Energy & Sustainability Companies, and Small and Mid-Cap Growth Companies. The firm generally makes equity investments in a mix of publicly traded securities and non-readily marketable securities that may be issued by public or private companies. They typically construct a portfolio that it believes will have the highest risk/reward performance over the next six (6) to twenty-four (24) months. Cushing Asset Management’s buy discipline incorporates liquidity and pricing tolerances for each investment.

Provides investment banking services

Provides financial consulting services

Functions as a College/University

Functions as a College/University