Tom Norton

KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities.

Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas.

Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.

NXG Investment Management primarily invests client accounts in the following types of investments: Upstream Energy Companies, Midstream Energy Companies, Downstream Energy Companies, and North American Renaissance Companies, NextGen Infrastructure Companies, Clean Energy & Sustainability Companies, and Small and Mid-Cap Growth Companies. The firm generally makes equity investments in a mix of publicly traded securities and non-readily marketable securities that may be issued by public or private companies. They typically construct a portfolio that it believes will have the highest risk/reward performance over the next six (6) to twenty-four (24) months. Cushing Asset Management’s buy discipline incorporates liquidity and pricing tolerances for each investment.

Functions as a College/University

Functions as a College/University

Cold Creek Capital seeks to construct diversified portfolios of high quality companies with strong financials, exceptional management teams and sustainable competitive advantages. The firm employs a top-down and bottom-up investment process that integrates traditional fundamental analysis and risk management tools. After they assess the client’s objectives and risk profile, they establish a target asset allocation profile for the client. The asset allocation targets may include ranges around the targets for each asset class. Cold Creek Capital then selects investment products within each asset class, primarily, but not limited to, no-load mutual funds and/or ETFs, to implement their strategies and achieve the targeted asset allocation. Cold Creek Capital's investment products include: Mid-Cap Growth, Small-Cap Growth and Concentrated Growth. The firm also builds customized portfolios to meet client-specific objectives.