James Howard Elliot

Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^

DDA is a large cap growth manager that uses independent third party research.

Functions as a College/University

Functions as a College/University

ELCO aims to protect and enhance their clients’ wealth over time in a conservative and prudent manner without taking excessive risk. The firm focuses on identifying and then investing in thematic concentrated portfolios which can deliver above-average earnings growth. They seek to invest in businesses with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management, and attractive products.

Cowen Asset Management focuses on a growth-oriented investment style centered on small and mid-sized companies based primarily in North America. They target several sectors including healthcare, technology, telecommunications, aerospace & defense, consumer and alternative energy.