Alla Wagner

Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.

Excalibur is a research-based firm that utilizes both top-down macroeconomic analysis and bottom-up securities analysis to identify investment and trade ideas that are likely to benefit from the projected capital markets environment. The firm seeks to create liquidity and risk-appropriate client portfolios that are broadly diversified to maximize wealth creation and minimize volatility. Their investment approach utilizes an in-depth and ongoing research process to achieve long-term risk-appropriate returns through due diligence, analysis, and tactical rebalancing.

Functions as a College/University

Provides financial services

Functions as a College/University

DNJ Associates’ investment philosophy is built on a bottom-up equity analysis approach. The firm handpicks individual stocks and bonds to build client portfolios; they do not utilize mutual funds or ETFs. In choosing securities, they don’t rely on Wall Street insiders, but conduct their own independent, rigorous research of markets, trends, and companies.