Cory Reed

Westfield utilizes an in-depth, fundamental research process, managing domestic growth equity products across the market capitalization spectrum to service their clients' diverse investment needs. The firm favors investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best opportunity for superior real rates of return. As a fundamental, bottom-up manager, macro-economic forecasts do not drive their stock selection process but do help to shape their investment themes.

LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.

Provides brokerage services

Functions as a College/University

Tidal Investments employs a process-oriented approach to investment management. They design a custom, diversified portfolio aligned with their clients’ needs and objectives.

Otter Creek aims to generate attractive risk-adjusted returns while protecting capital in volatile markets. Their investment process attempts to create an original, yet opportunistic portfolio, employing a deep-dive fundamental approach to security analysis with a strong focus on risk management. The firm believes superior absolute returns are driven by a sound long-term macro-economic thesis coupled with an intensive bottom-up security analysis to construct a portfolio of the firm’s best ideas.

Provides investment advisory services