OUR STRATEGIC PARTNERS
Fidelity Investments
Fidelity Investments' asset management division combines extensive research capabilities and a collaborative approach to offer individual investors choice of products and solutions across asset classes. Our asset management team offers mutual funds, exchange-traded fund (ETFs), bonds, collective investment trusts (CITs), managed accounts, separately managed accounts (SMAs), and more for every kind of customer, whether you're just starting out or are an advanced investor.
Kensington Asset Management
Kensington believes that the best way to generate steady, above-average positive returns with low volatility and downside exposure, is to employ an investment methodology that has the potential to recognize and measure consistent and repeating behavioral patterns in the financial markets.
With that goal in mind, they have developed clearly defined quantitative decision models that strive to minimize subjectivity in the decision making process.
Russell Investments
Russell's approach brings the world's leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals. They draw on this expertise to design an asset allocation, stress-testing across 5,000+ possible scenarios to help ensure it offers the highest likelihood of return.
American Funds
The Capital SystemSM combines independent high-conviction decision-making with the diversity that comes from multiple perspectives. It has delivered long-term results that help clients pursue their goals.
Ocean Park Asset Management
For more than 30 years Ocean Park Asset Management have remained committed to a truly tactical, rules-based investment approach with the specific objectives of limiting downside risk and producing returns that a conservative investor would deem satisfying.
Howard Capital Management
Howard Capital Management, Inc. (HCM) is a SEC-Registered Investment Advisory Firm founded by Vance Howard, which offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs.
Prospect Capital Corp.
Prospect Capital Corporation is among the oldest and largest BDCs. Throughout our 18+ years as a public company, they have provided consistent returns to our shareholders through our disciplined approach to investing in the U.S. middle market.
Columbus Macro
Columbus Macro's analysis starts at the highest levels of the investment hierarchy – seeking to evaluate the impact of dynamic changes in economic growth, inflation, and policy across all asset classes. They employ a weight-of-the-evidence approach that utilizes both third-party data sources as well as our own proprietary models and human analysis.