Collin Foster

KM uses value investing on the equity or stock investment side of their business. The firm relies primarily on their own fundamental research to identify attractive candidates for investment and uses several proprietary and non-proprietary sources, including computerized fundamental databases, brokerage and other industry contacts and management interviews. On the fixed income side of their business, KM utilizes defined maturity ETFs instead of individual fixed income securities.

Snow Capital employs a contrarian, fundamental, relative-value investment philosophy. They use fundamental, bottom-up research to identify and buy quality companies with an identifiable catalyst that has the potential to unlock value. The firm offers a full range of value equity strategies across the market capitalization spectrum.

Functions as a College/University

Offers deposit products, mortgages, commercial & consumer loans and trust services

Easterly employs fundamental, bottom-up value investment strategies which aim to preserve capital and generate profit consistently. The firm believes that the fundamental approach to select attractive long equity positions is the key to achieving sustained and substantial appreciation. They invest client assets primarily in large-cap, mid-cap and all-cap equity securities of both domestic and foreign issuers traded on a US exchange.