James E. MacMiller

TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.

Post is a client-centered, active credit investment management firm that combines deep investment knowledge and a disciplined risk-management approach with a goal of delivering attractive risk-adjusted returns across macro-economic and market cycles. They offer a broad range of high yield and senior loan investment and credit strategies. Their process combines rigorous bottom-up fundamental credit research and analysis with an emphasis on downside risk mitigation. They augment their bottom-up credit research process with a top-down macro and technical overlay to enhance risk management with a goal of positioning their portfolios to achieve attractive relative and absolute performance through market and macroeconomic cycles.

Functions as a College/University

Functions as a College/University

Provides investment advice

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).