Neil Gerhard Bleicken

Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada.

ASBCM’s advisory services encompass discretionary investment advice for strategies in equities, fixed-income securities and real estate investments. The firm is organized into two separate divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBRE). ASBIM offers several different strategies, including two equity and three fixed income strategies while ASBRE provides investment portfolios for clients to invest in commercial real estate properties on a pooled and individually managed basis. ASBRE invests in real property through the acquisition of both equity and debt interests on behalf of its clients.

DWA seeks to identify high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul. When fixed-income securities are desired within client portfolios, the firm focuses on quality, liquidity, tax considerations, diversification, maturity spreads and valuation factors. In their equity work, they favor financially strong companies in expanding areas of the economy.

Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics.

Harvest Capital Management (HCM) employs a disciplined, conservative investment strategy based on fundamental proprietary research. Their management style is a blend of value and growth with the overriding consideration of uncovering growth at reasonable prices. Their disciplined financial analysis is designed to improve objectivity and diminish emotional influence. They are long-term investors, not short-term traders. HCM seeks to generate consistent returns and superior long-term results. The firm's strategies take each client's individual tax situation into account to enhance after-tax results.^ ^ HCM utilizes a broad range of asset classes and investment vehicles to create globally diversified, multi-asset class portfolios. They focus on careful asset allocation using disciplined rebalancing techniques. Securities may include: domestic equities, international developed market equities, emerging market equities, commercial real estate direct investments, REITs, fixed-income securities, TIPS, natural resources, private equity, investment notes, absolute return strategies and cash/cash equivalents.^ ^ To avoid single-issuer risk, HCM uses passive or structured index vehicles to broadly diversify portfolios. The firm seeks investments with low correlations to each other to dampen return volatility within the portfolio and to provide protection in difficult markets. They minimize correlations by diversifying globally across asset types that tend to move independently of each other. HCM also employs absolute return strategies which derive their returns from different economic factors than those typically affecting stocks and bonds.

Functions as a College/University

Functions as a College/University

Provides brokerage services