Griffin Sheehy

WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.

Functions as a College/University

Willow Creek designs and manages portfolios that utilizes a disciplined long-term strategy based on sound fundamentals proven to influence investment success. The foundation of their investment management philosophy is based on rigorous academic research and financial science, which shows that a properly diversified selection of uncorrelated asset classes, managed with a disciplined rebalancing methodology, is the best approach to provide investors the highest probability of attaining their financial goals.

Shone Wealth Management analyzes a client's goals, objectives and risk profile, to develop a portfolio using a strategic asset allocation process which employs the Modern Portfolio Theory approach. Portfolios are implemented with products that keep in mind both expenses and tax efficiency (when used in a taxable account). Exchange traded funds, mutual funds and individual bonds are the primary investment vehicles used in client portfolios.