Alan Gardner

Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services

Functions as a College/University

Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.

Provides brokerage services

Functions as a College/University

Operates as a real estate investment trust which owns and acquires healthcare properties

Omni Montessori School offers Montessori education for children aged 3 to 15, following Dr. Maria Montessori’s educational philosophy and developmental stages. The private company is based in Charlotte, NC. The school provides primary (ages 3–6), elementary (grades 1–6), and adolescent (grades 7–9) programs, emphasizing individualized, hands-on, self-paced learning in prepared environments. Multi-age classrooms encourage collaboration, peer mentorship, and continuity with the same guide over three-year cycles. The curriculum supports independence, creativity, curiosity, social responsibility, and a lifelong love of learning. The school is affiliated with the Association Montessori Internationale (AMI) and employs certified guides. Additional offerings include after-school and summer enrichment programs with arts, athletics, supervised aftercare, and camps, as well as parenting resources and community events. Financial sustainability is maintained through endowments and planned giving programs.

Impact Angel Fund invests in companies located in the United States, primarily in Ohio with revenues less than USD 5 million. The firm focuses on a broad range of sectors and industries. It provides financing for early stage capital requirements. The firm makes follow on investments.