Alec Macmillan

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

Welch & Forbes develops a customized portfolio based on an investment approach that fits each client’s goals and unique situation. They utilize a bottom-up fundamental analysis as the primary driver for security selection. The firm also uses top-down economic analysis as a secondary factor in selecting securities. In customizing the equity portion of portfolios, they typically invest in shares of high quality, growing companies purchased at reasonable valuations. Their fixed income strategy aims to create stability, generate income, and manage liquidity and risk.

MLLW aims to provide superior risk adjusted investment performance and personal service to their clients. The firm’s equity strategy seeks to achieve superior returns through investments in high quality growth companies that benefit from attractive secular trends they have identified and that exhibit certain compelling characteristics. Typically, they own 25-35 equity issues in a portfolio as this quantity allows ample diversification for risk and liquidity considerations. Their fixed income strategy aims to protect principal and provide a consistent and acceptable after-tax rate of total return.

Merrill Lynch Ventures invests in companies locate din the United States. The firm focuses across a broad range of sectors and industries. It provides financing for early stage capital requirements.

Provides brokerage services

Functions as a College/University

Functions as a College/University

WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential.