Boutiques

Ceredex Value Advisors

Ceredex Value Advisors is an institutional investment management firm with a strong history of managing value equity portfolios that span the market capitalization spectrum. Its culture of craftsmanship coupled with a strict enforcement of specific investment guidelines, has enabled it to construct value-oriented portfolios that help clients seek to achieve their goals.

The firm's investment team is adept at managing "the art and the science" of identifying catalysts that may lead to appreciation in undervalued, dividend-paying stocks. Ceredex believes that under-valued, dividend-paying stocks with positive catalysts will yield consistent long-term investment results for clients.

The Ceredex portfolio managers have been together for more than 15 years, giving them continuity that is not common in the investment industry. We believe this stability, together with the process they employ, has helped Ceredex deliver competitive returns to clients over market cycles.

Dividends reflect past performance and there is no guarantee they will continue to be paid.

Certium Asset Management

Certium Asset Management is an institutional investment management firm that specializes in international and domestic equity strategies. Its team of investment professionals combine experience, region/sector specific insight, and proprietary research with systematic, objective portfolio construction.

Certium's investment approach utilizes multi-factor alpha models to construct risk-controlled passive and active strategies to help clients reach their goals. The degree of rigor, depth of analysis and level of understanding that result from Certium's multi-factor alpha models provide its investment team with a high level of certainty in their investment process. This consistent approach has allowed Certium to manage the downside risk while growing clients' investments over the years.

Certium's passive strategy seeks to provide investment results that correspond to the aggregate price performance of the securities included in the Morgan Stanley Capital International Europe, Australasia, Far East (EAFE), GDP Weighted Index. The active strategy invests in foreign stocks with positive earnings characteristics purchased at reasonable valuations that may provide higher returns relative to domestic stocks over time and that are well-diversified across regions and sectors.

Seix Investment Advisors

Seix Investment Advisors, is a leading institutional fixed income boutique offering a full range of fixed income strategies from investment grade to high yield as well as multi-sector strategies. Managed by a team of veteran investment professionals with extensive fixed income experience, investment strategies are constructed with sensitivity to risk and return with an emphasis on credit research.

Seix follows a clearly defined and disciplined investment approach that is bottom-up focused and top-down aware. The cornerstone of all Seix portfolio strategies is rigorous fundamental credit research conducted by a seasoned team of industry specialists.

This clearly defined investment approach and a performance-oriented culture that is focused on delivering superior, risk-adjusted investment performance for clients is a hallmark of Seix Advisors and drives the firm's long record of success for clients.

Silvant Capital Management

Silvant Capital Management is an institutional investment boutique that specializes in managing domestic growth equity portfolios. The team has an average of more than 20 years of investment experience and every team member invests along side their clients.

The firm's investment team believes the best measures of a stock's potential return are a company's earnings quality, valuation profile, capital deployment and market behavior. Silvant believes that identifying these stock characteristics via a systematic approach, combined with in-depth fundamental analysis and disciplined risk management provides their clients with consistent, transparent and repeatable top tier investment performance.

Silvant manages four growth strategies — diversified large cap, concentrated large cap, large cap core and small cap — across a range of product types, including institutional separate accounts and sub-advised mutual funds.

The firm's goal is to deliver superior investment results that are repeatable and consistent with excellent client service. This has been the cornerstone of the firm for the last 25 years.

StableRiver Capital Management

StableRiver Capital Management is an institutional fixed-income manager specializing in high-quality taxable and tax-exempt portfolios of short- to intermediate-term maturities. The firm has been focused on generating superior risk-adjusted performance for clients for more than 20 years.

StableRiver employs a time-tested, multi-faceted investment approach based on the four cornerstones of fixed income returns - duration management, yield curve positioning, sector allocation, and security selection. Its investment team believes this multi-faceted approach, which combines top-down management with bottom-up security selection, affords clients the best possible diversification and portfolio return potential in a variety of economic environments.

The firm offers short-term corporate and government bond portfolios, national and state-specific tax-exempt bond portfolios, and structured portfolios that integrate specialized strategies across the various fixed income sectors.

Zevenbergen Capital Investments

For nearly two decades, Zevenbergen Capital Investment's (ZCI) investment team has worked together, applying rigorous fundamental research to build exclusively high growth portfolios. The continuity of people and process through various market environments has been critical to the delivery of competitive long-term results.

The investment philosophy and stock selection process are predicated on revenue, cash flow, and earnings growth being the essential catalysts to stock price appreciation, in conjunction with quality management and solid financials to help moderate downside risk. The investment team adheres to this growth investment philosophy with strict discipline. Regardless of market environment, the fund exhibits robust growth characteristics.

The firm emphasizes original research, preserving objectivity from Wall Street biases. By maintaining an independent, fundamental research focus, the team is able to identify and capitalize on investment opportunities that may enhance performance results. In addition, the firm steadfastly maintains that concentrated positions in well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks given an appropriate time horizon.