Charlie Carter

Provides brokerage services

Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.

Functions as a College/University

Operates as a non-profit organization to protect and improve palm beach

Provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts

Ceredex seeks to deliver excellent long-term investment performance by employing a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Th firm offers value-equity strategies which are available in five portfolios: concentrated large-cap, large-cap, mid-cap smid-cap, and small-cap. The Ceredex strategies employ a traditional value style rooted in a fundamental, bottom-up approach.