Jeff Davenport

CornerCap provides investment advice to clients regarding both equity and fixed income securities, consistent with each client’s investment objective and strategy. The firm selects securities that they believe are undervalued relative to their growth potential or undervalued in the market. To achieve long-term capital appreciation and current income, they may recommend fixed income securities or other debt-based securities.

Voya IM actively manages strategies which seek to bring technical and analytical expertise in developing rigorous and superior solutions. The primary focus of the firm’s investment management is fixed income in nature, although some equity, alternative and private equity investing strategies are also employed. In this regard, many of the investments are privately placed or otherwise not traded on public securities exchanges. Voya IM employs a disciplined investment process with top-down macro themes analysis that also provides the context for their bottom up-security selection.

Functions as a College/University

EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios.