Ashley Watson Long

Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading

Full service investment banking, brokerage and asset management company

Functions as a College/University

1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks.

Carroll Financial’s investment committee maintains an approved list of individual securities as well as seven different investment allocation models. The models include Growth, Total Return, Income & Growth, Income, Risk Controlled, Tactical and Capital Preservation.