Molly Balunek

Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs.

Functions as a College/University

Ancora generally creates portfolios to meet each client’s particular investment goals. Portfolios may consist of a combination of individual stocks, individual bonds, mutual funds, ETFs, and other fixed income securities. The firm’s equity investment methodology uses a combination of fundamental research and technical security analysis to identify individual securities that are likely to generate superior returns over time while minimizing risk of loss. They employ top-down analysis and emphasize downside protection in its security selection. AFWA analyzes and invests in fixed income securities based on the current interest rate, economic, and inflationary environment of the markets.