Mo Cheston

Liberty Ridge focuses on domestic equities. Liberty Ridge Capital believes it adds the greatest value over all market cycles by consistently applying a time-tested, bottom-up stock selection process that combines the use of rigorous fundamental research with quantitative techniques. Liberty Ridge Capital seeks to select securities that offer the most attractive trade-off between valuation, near-term dynamics and long-term growth. They believe that superior investment results can be achieved by investing in companies that possess an attractive valuation relative to the broad market and peer group, display positive near-term business prospects and exhibit healthy long-term earnings growth potential. LibertyRidge employs a process that defines a manageable universe of stocks by utilizing proprietary quantitative screens to narrow their focus. Fundamental research further narrows the team's top investment candidates and then a portfolio is constructed based on process and account parameters. In seeking to identify attractive investment opportunities for the Focused, Large Cap, Mid-Cap and Small Cap Funds and the blend portion of the Strategic Small Company Fund, Liberty Ridge first creates a universe of companies whose current share price seems lower than their current or future worth. They consider factors like a company's earnings power vs. its current stock price, dividend income potential, its price-to-earnings ratio vs. similar companies, competitive advantages, like brand or trade name or market niche, management team, and current and future business prospects. Lastly, using their own fundamental research and a bottom-up approach to investing, Liberty Ridge identifies those companies which are currently out of market favor but have the potential to achieve significant appreciation as the marketplace recognizes their fundamental value.

Provides investment banking services

Provides brokerage services

Functions as a College/University

Weber Capital Management invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in early stage capital requirements.

Northside seeks to build sophisticated, forward-looking investment portfolios of value-added strategies and securities across the global spectrum. This process attempts to manage the risk of loss associated with investing, provides downside protection over a long-time frame, and is less reliant on upward trending price movement to achieve return objectives. Client portfolios include public and private equity, fixed income, socially responsible investments, alternative and direct investments.