Jeff Phelps

Provides electricity and energy services and operates power generation facilities

Provides banking, asset management, investment banking, credit card and mortgage services

Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.

Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis.

Provides asset management and investment advisory services

Functions as a College/University

Functions as a College/University