Stephen Biggs

MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

HC Financial creates low-cost targeted portfolios that accommodate various levels of risk, from current income generation to more growth-oriented goals. The firm uses fundamental analysis in selecting individual investments. Most portfolios are diversified globally through multiple asset classes using individual stocks and bonds as well as mutual funds.

TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee.

Functions as a College/University

Provides investment research