JP Weaver

McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making.

SCA uses a fundamental bottom-up approach with a long-term perspective. The firm primarily invests in equities, fixed income securities, mutual funds, exchange traded funds (ETFs) through its managed portfolios and asset allocation strategies. Stocks are considered for purchase when they are trading below a calculated value. They will sell a stock when it believes the stock becomes fairly valued, the stock can be replaced with a better risk/reward opportunity, the stock declines substantially in price or the stock is subject to a merger or acquisition.

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