Mike McIntosh

Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence.

Functions as a College/University

Heritage is an active, long-term investor which manages client portfolios primarily through the use of open-end mutual funds, closed-end interval funds, exchange-traded funds (ETFs), and limited partnerships. The firm determines their target asset allocation based on asset class valuations, correlations to other portfolio holdings, their estimated risk and return assumptions and their view of the current economic environment. They select specific investments within each class based on various factors, including fees, manager tenure, past performance, portfolio valuations and the current relative opportunity set.

FLA is an active manager that primarily research and review securities using fundamental, technical, and cyclical analysis. The primary investment strategies used to implement investment advice given to clients include long-term purchases (securities held at least one year), and trading (securities sold within 30 days).