James Harvey Lee

Operates as real estate investment trusts

TRS’ Internal Investment Committee (IIC) approves investments in private equity, real estates, hedge funds and external managers. The firm’s investment performance is calculated using a daily time weighted rate of return. Investment decisions are based on asset allocation, which is determined after consideration of expected returns for asset classes with the context of risk tolerance for the fund. TRS uses both passive and active investing styles. Their approach tracks the performance of key benchmarks and provides the opportunity to add value through active portfolios. TRS' style is a disciplined, balanced approach with a strong quantitative foundation that focuses on long-term returns and objectives rather than on short-term market movements.

Provides assurance, auditing, tax, legal, technology and consulting & managed services

Ascendant Advisors seeks to deliver risk-adjusted returns for their clients over multiple market cycles. The firm employs quantitative research techniques to analyze fundamental and technical factors to identify securities they expect to outperform and then methodically rotate portfolio holdings as conditions change.

Investment fund

Functions as a College/University

Provides strategic planning, sell and buy side M&A and business valuation services